Planning your estate is a long, complicated process that requires
much time and effort. The process of organizing your records for
estate planning is equally time consuming and complex. Hiring an
attorney to assist you may cost you more than you are willing to
spend. With the help of The Complete Guide to Organizing Your
Records for Estate Planning you can not only take charge of your
estate planning documentation but also save time, money, and
effort. In this new book, you will learn how to find an
organizational system that works for you, where to look for
records, what to record, who to tell, where to keep records, and
how often to update your records. You will also find information on
creating a will or a living will, setting up a trust, assigning
power of attorney, and filling out health care directives.
Additionally, you will learn about the documents that should be
included in your estate plan, such as insurance policies, Social
Security cards, birth certificates of minor children, stock
brokerage statements, credit card numbers and statements,
certificates of deposit, real estate deeds, mortgage statements,
retirement account savings, non-retirement account savings, and
current bank statements. The CD-ROM is filled with sample documents
and worksheets, as well as a checklist of often overlooked
information, including any medications you take, where you worked,
where your savings and checking accounts are located, where your
car title is located, what your funeral plans or wishes are, and
who should receive what. The Complete Guide to Organizing Your
Records for Estate Planning will help you prepare your documents
and record your final instructions and wishes. By using
theinformation provided in this book you will save money you might
otherwise have spent on legal and accounting fees. In addition, you
will save your family the frustration of searching for these
documents if something should ever happen to you. This book,
written in easy to understand language, will walk you through the
process of organizing your records and make the process much easier
for you and your family. ????????????????????????
Is the information for this product incomplete, wrong or inappropriate?
Let us know about it.
Does this product have an incorrect or missing image?
Send us a new image.
Is this product missing categories?
Add more categories.
Review This Product
No reviews yet - be the first to create one!