A Gift of Love

What happens if something happens to you? Every year millions of dollars in life insurance policies, bank accounts and safe deposit boxes go unclaimed because family heirs are unaware that those assets exist. Don’t let that happen to your loved ones and beneficiaries!

Organize Your Family Legacy Hardcover BookOur book, “Organizing Your Family Legacy”, is a valuable personal affairs action plan and a lot more. You will find it to be educational, informative and the most comprehensive estate, financial and funeral planning organizer available. (learn more)

Once completed, “Organizing Your Family Legacy” becomes an indispensable tool for your family to use as they deal with the stressful and big decisions of your estate. We include information collection forms for you to fill out (in the print version of the guide or using your computer onto the Flash Drive version of the guide).

Topics include:

  1. Personal Information
  2. Professional Advisors’ contact info
  3. Financial Information
  4. Insurance
  5. Health and Medical Care
  6. Government Benefits
  7. Estate Planning (your Will, Revocable Living Trust, Living Will and more)
  8. Directives by you
  9. Your Thoughts on your own Funeral
  10. A Place to write final pearls of wisdom
  11. A Plan for Your Pets….and more

Easy Peasy!

If like many of us, the most of the important information about your personal affairs is kept in your head, then this easy to complete action plan takes you through the step- by- step process of writing it down. No one knows the future, so it’s truly never to early to record your personal information and final wishes.

 “Organizing Your Family Legacy” is a big help no matter what your age or stage in life:

  1. Widow or widower
  2. Aging Parent
  3. Single
  4. Married, Divorced
  5. Parents with young children
  6. Adult with a aging parent
  7. Executor or Trustee of an Estate

Even if You’re Just Ill or Incapacitated

What if you become incapacitated and are temporarily unable to make necessary decisions? How will your family manage your day- to- day obligations until you are OK?  Or what happens should you pass away, how would your family know where all your documents are?  While it is difficult to face your mortality, preplanning shows your gift of love.

Organizing Your Family Legacy” includes:

Important names and addresses, phone numbers, document locations, Digital Assets, Insurance Policies, Banking and Investment information and much more.

Get started now!