The home of My Estate Planner (Essential Information for My Family) This family friendly, peace-of-mind planner is an easy-to-use, no-nonsense, record book of your personal information, documents, assets. Created in 1989, this 2022 updated, revised planner, is everything your family needs to know when during loss, serious illness or incapacitation. The contents of this peace-of-mind family planner
is a easy-to-use, common sense, no-nonsense, record book of your personal information, documents, assets and obligations. The information is all in one place and not scattered about or hidden away from a well lived, good but disorganized life. Simply enter your information into this well organized planner, and keep it in a secure and safe location! Entrust the location to your most trusted family member, friend or legal representative - your person! Practical and valuable this is a tremendous gift to your children or for, your aging family members and friends. This solves a WHEN, not IF, reality. THE TABLE OF CONTENTS
My Personal Information
Document Quick Location Guide
How to Use Guide
Wills & Trust
Annuities
Bank Accounts
Stocks, Bonds, Futures
Business / Employment
Certificate Of Deposit
Credit Cards / Electronic Payments
Crypto-Currency
Insurance
Internet / Social Media / Email
Money Market Funds
Mutual Funds
NFT’s
Pets
Professional Advisors
Real Estate
Safe Deposit Box
Savings Bonds
Treasury Bills & Notes
Vehicles
Personal Notes & Reflections
* Note: This planner is not a legal document and does not replace a valid will, but unless someone knows where to find your will, it won’t do them any good. Proper Planning Provides for a Peaceful Process