In the blink of an eye EVERYTHING 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