As part of retirement and estate planning, this workbook records keeper will help you organize your life’s personal information into one convenient place for your beneficiaries, family, and/or executor. This planner includes worksheets so you can quickly write-out your Social Security numbers, credit card numbers, PIN numbers, business paperwork, finances, deeds, health care forms, and more. You will also be able to specify the location of gifts and property that will be a part of your wills, and estates & trusts to make it easier for your estate to go through the probate process. This estate planner can be kept as a binder with the rest of your financial planning and legal documents.
We all have important documents and information that are highly personal. With this book, you can transfer your highly personal information to the Executor of your estate and/or to any family members. In addition to helping your estate handle your final arrangements, this workbook can help your estate get your domestic relations wrapped-up.
This book will help you:
- get organized when you or your lawyer create your estate planning documents,
- consolidate your life’s important personal information into one place,
- think through some of the common information that should be part of your estate plan,
- provide some record of your life to this point,
- and with some peace of mind knowing you have organized the important information in your life.
Information that can be organized with this book includes:
your internet usernames and passwords,the location of your important documents such as Passport, driver’s license, and certificate of deposits,the contact information for your doctor(s), executor, and employers,basic information such as birth dates and name of doctors of your child(ren), parents, and pets,outstanding debts, bank accounts, and insurance policies,and moreSanket Mistry earned his JD from the Walter F. George School of Law at Mercer University. He is a member of the New York State Bar and author of several books in the Legal Self-Help Guide series. He has written numerous estate planning books including, 25 Estate Planning Forms, Guidance on Creating Your Own Will & Power of Attorney, Simple Will Creator, 8 Living Trust Forms, and Give Through a Will and Living Trust, and the bestselling book in the Legal Self-Help Guide series, Will, Trust, & Power of Attorney Creator and Estate Records Organizer. He has worked, and volunteered, at a number of nonprofits, government agencies, and for-profit corporations. He also holds a BA in philosophy from Emory University and an MIA from Columbia University. He is an avid traveler and tennis player.
About the Editor: J.T. Levine earned her JD from the Walter F. George School of Law at Mercer University. She has edited several books for Peerless Legal. She is a member of the Georgia Bar. Prior to law school, she earned an MFA in Professional Writing from the Savannah College of Art and Design and a BA from the University of Miami. She is an animal lover and has a pharaoh hound named Tut.
