Get It Together

This Planner is designed to relieve the burden on both yourself and your loved ones in case of emergency or passing, ensuring all essential Estate and Will planning information is in one, easy to access place. We have included several prompts and suggestions when filling in your information to promote a stress-free process, and include space for writing letters to loved ones as well. Each planner section provides ample room to...
More Description

This Planner is designed to relieve the burden on both yourself
and your loved ones in case of emergency or passing,
ensuring all essential Estate and Will planning information is in one,
easy to access place.

We have included several prompts and suggestions
when filling in your information to promote a stress-free process,
and include space for writing letters to loved ones as well.

Each planner section provides ample room to customize,
so it is convenient to personalize to your own specific requirements.

Estate Planning Categories

Chapters include:
Personal and Family Information
What to Do in Case of Medical Emergency or Passing
Funeral and Place of Worship Details
Dependants and Pet Guardianship - Instructions for Care
Assets Summary Overview
Assets Allocation Worksheet
Business and Banking Details
Important Document Locations
Family Insurance Plans
Essential Medical Information
Loose Ends - Accounts to Close, Cancel, Pay, or Follow Up
Final Wishes and Instructions
I Am Always with You - Messages for Loved Ones
Last Words

Will and Estate Planning Tips

We know Estate Planning can be a daunting task, and so we created this planner
to ensure as smooth a process as possible for you to document your instructions,
final wishes, and record vital information your loved may need to know.

Be sure to regularly update your planner with important details
(such as Insurance Plans, important Contacts Details, Medical Information, Assets, Dependants Instructions, Etc.)

We hope your planner provides you and your family
with peace of mind in knowing that your wishes
and instructions are documented and easily accessible at all times.