Estate Planning Organizer: Legal Self-Help Guide

by Sanket Mistry, J T Levine

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 Information that can be organized with this book

Genres: Finance

147 pages, Paperback

First published June 28, 2014

Reviews

[Peg Lloyd · Rating 4 out of 5]

Organization/Forms to Consider

We have a Trust but will be, making more complicated changes. I liked the organized forms to consider, ponder before meeting with our attorney. Not the most pleasant subject material for many but absolutely necessary.

[William Radtke · Rating 3 out of 5]

Simple organizer

Simple organizer for estate documents to pass to your family to act on. Just fill in the blanks and save.

[Lisa Schultz · Rating 2 out of 5]

There is nothing wrong with the content of this book. There is much wrong with the format of this book! Many pages are repeated. The page numbers and percentages make no sense at all.