My Estate Records Guide

My Estate Records Guide provides a single place for you to list the location and details of your estate records. Carefully designed, it provides a complete record of your most important information. This guide addresses many areas that are not always covered in a trust or will but are essential to "completing the puzzle" that finalizes your estate.This concise guide will likely be the most important resource your family will reach for in the event you become incapacitated or pass away....
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My Estate Records Guide provides a single place for you to list the location and details of your estate records. Carefully designed, it provides a complete record of your most important information. This guide addresses many areas that are not always covered in a trust or will but are essential to "completing the puzzle" that finalizes your estate.This concise guide will likely be the most important resource your family will reach for in the event you become incapacitated or pass away. You could be young, middle-aged, or golden aged. We never know when the inevitable will happen. Preparing for this in advance is one of the greatest gifts you can give yourself and your family. Over the course of time, we have all seen and read about people who were not prepared and did not have their affairs in order. In fact, most of us fall into that category! The task of organizing our records feels overwhelming. It can be time consuming to collect all the data and then periodically spend time to keep it updated. However, if your estate records location is not known, heirs will be hampered in their efforts to handle the difficult task involved in reconciling your estate. It could take your family months to go through paperwork and records. When several heirs are involved, it can be difficult to decide who will take charge. If you are prepared and organized, imagine the relief your family will feel to know that your loving care has provided them with this guide. We call this "A Legacy of Caring(tm)", the cornerstone of our philosophy. Those that have been designated to carry out and honor your final wishes will be extremely grateful that this guide was prepared and kept up-to-date. In addition, this guide makes a truly thoughtful gift for friends and family members. Many adult children have helped their parents fill this out. In so doing, they have engaged them in conversations about their lives and have fostered a closer relationship. It's a great way to really connect with the people you love most. Having a conversation about this topic can be difficult, but giving this guide as a gift can help begin that conversation. My Estate Records Guide includes the following sections: 1: Table of Contents, 2: Foreword, 3: Our Company Information, 4: Legal Disclaimer and Terms of Use, 5: Using this Guide, 6: Where to Begin, 7: Utilizing an Accountability Partner, 8: My Estate Checklist, 9: My Location of Records, 10: My Business Interests, 11: My Calendar of Recurring Dates, 12: My Cards, 13: My Care Provided to Another, 14: My Contacts - Personal, 15: My Contacts - Professional, 16: My Employment, 17: My Estate Documents/Contacts, 18: My Family Information, 19: My Family Tree, 20: My Final Wishes, 21: My Finances, 22: My Home Instructions, 23: My Home Utility Locations, 24: My Home Utility Providers, 25: My Insurances, 26: My Legacy of Caring, 27: My Letters to Loved Ones, 28: My Medical Information, 29: My Memberships, 30: My Military Information, 31: My Obituary, 32: My Personal Information, 33: My Personal Passwords and Log-ins, 34: My Personal Property, 35: My Personal Property - Items Distribution, 36: My Pets Information, 37: My Real Estate, 38: My Safe Deposit Boxes, 39: My Service Providers, 40: My Social Security Information, 41: My Spouse/Partner Information, 42: My Taxes, 43: My Vehicles, 44: My Other Information, 45: My Resources, 46: My Signature Page. This valuable, easy to fill-in guide will set you on the path to becoming Completely Prepared(tm)! Don't wait! Get started today! Ken Petersen & Shawn Smith, Founders