We all know we should plan for the unexpected. But, despite widespread news coverage, studies show that fewer than 30% of Americans take the time to prepare.
So, what happens if something happens to you?
Life can change suddenly.
How will your family members know what your wishes are?
Where are the phone numbers of your attorney, insurance agent, or accountant?
What about accessing your password for your important online digital accounts? And your pension plan, will, estate plan, bank accounts, real estate records, funeral plans?
Do your loved ones have access to the safety deposit key?
We all leave a legacy.
What will yours be?
Confusion, distress, and anger?
Clarity, comfort and love?
Without clear information, grieving loved ones face a cloud of confusion and anguish as they are forced to rapidly determine end-of-life wishes… and find critical documents that become obscured over time.
Prepare for the unexpected. Reduce the stress, strain and problems that arise when confronted with the incapacitation or death of a loved one. “Organizing Your Family Legacy” provides a simple, step-by-step roadmap to store all your critical information in one place. This resource guides you through the planning process, providing comprehensive, yet easy-to-understand information to help you understand the decisions you need to make and the consequences for each alternative.
Protect your family and remove the burden. Your family will have peace of mind knowing that they are making the right decisions. This information will strengthen your family’s ability to cope with incapacity or death.
Table of Contents
Section 1 – Personal Information 7
Section 2 – Financial Information 15
Section 3 – Insurance 69
Section 4 – Health and Medical Care 101
Section 5 – Government Benefits 121
Section 6 – Estate Planning 129
Section 7 – In the End 151
Section 8 – It’s Your Funeral 159
Section 9 – Organizing the Family 167
Section 10 – Safe Deposit Box 177
Section 11 – Your Legacy Organizer 181
Section 12 – Estate Review Checklist 185
Section 13 – Personal Matters 187
Section 14 – To The Next Generation 199
Section 15 – Your Pets 209
Section 16 – Remember Me 217
Section 17 – Identity Theft 219
Section 18 – Resource Guide 227