Life can change suddenly. If something happens to you or one of your loved ones, you need to be organized. This workbook is designed to prepare your family for the unexpected and eliminate problems and expenses that arise when handling a deceased person’s estate.
- Written by a Financial Planner and an Estate Planning Attorney
- Worksheets to record the details relating to your assets, liabilities, insurance, wills and estate plans
- Professional advice on a wide range of legal and financial issues
- A step-by-step guide for what to do after losing a loved one
- Tips for planning a funeral
- Worksheets to record your funeral preferences and obituary information
- A comprehensive document locator system to help keep track of your most important documents
- Websites and contact information for important government agencies
- Guidance on applying for Social Security and other government benefits
- Learn how to save thousands of dollars in attorneys fees
- Great resource for parents, newlyweds, people approaching retirement, or people receiving hospice care