ERYTHING can change. My Estate Planner (Essential Information for My Family) is exactly what it says it is. "A record book of my documents, assets, information & obligations." This is a new easy to use planner serving a WHEN not IF reality. A perfect gift for anyone with aging family members or friends. This comprehensive fill-in tool is a no-nonsense record book of your documents, assets and obligations. Things they need to know. A peace-of-mind planner for those left behind to organize.

PROPER PLANNING PROVIDES FOR A PEACEFUL PROCESS.

We make life after loss, illness or incapacitation just a bit easier.

Don't worry! You don't have to share all of your personal information with anyone, just share the location of My Estate Planner with one person, a family member, your best friend, a legal representative. Your person...

What good is a will or an insurance policy if no one knows where to find it?

We are the most current and comprehensive planner on the market!

Table of Contents:

WILLS & TRUSTS

DOCUMENT LOCATION QUICK GUIDE

ANNUITIES

BANK ACCOUNTS

BROKERAGE RETIREMENT ACCOUNTS

BUSINESS EMPLOYMENT

CERTIFICATE OF DEPOSIT

CREDIT / CHARGE / DEBIT / ELECTRONIC PAYMENT

CRYPTO-CURRENCY

DEBTS

FIREARMS, FISHING & HUNTING

HEIRLOOMS & OTHER VALUABLES

INSURANCE

INTERNET / SOCIAL MEDIA / EMAIL / TV

MONEY MARKET FUNDS

MUTUAL FUNDS

NON-FUNGIBLE TOKENS

PETS

PROFESSIONAL ADVISORS

REAL ESTATE

SAFE DEPOSIT BOX

SAVINGS BONDS

TRAVEL & OTHER REWARD PROGRAMS

TREASURY BILLS, NOTES & BONDS

VEHICLES

OTHER IMPORTANT INFORMATION

PERSONAL NOTES & REFLECTIONS