Here,
in one convenient place, you can keep all the information that will
be needed to help you build a sound, effective estate plan, and to
guide your family or executor in settling your estate. And it's FREE! with any purchase from this Estate Planning Series.
Your free copy of the "My Estate Planning Record Book" will automatically appear on the download page after you complete the checkout process.
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Detailed Table of Contents:
Introduction
Sections
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Preparing
Your Estate Planning Record Book
Safeguarding Important Documents and Papers
Retaining Documents and Papers
Working with Your Lawyer in Planning Your Estate
Preserving Your Estate Planning Record Book
The Need for an Annual Estate Planning Checkup
Keeping Your Estate Plan Up-to-date
Your Property Damage and Liability Insurance
How You Hold Title to Property
How to Make Your Annual Estate Planning Checkup
Checking Your Wallet and Completing Your Wallet Card |
SCHEDULES
My Personal Information
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My
Life Information
My Marital Information
My Health Information
My Education
My Employment
My Citizenship
My Military Service
My Descendants
My Other Close Relatives
My Close Personal Friends
My Fiduciary Activities (Executor, Trustee, etc.)
My Suppliers of Goods and Services |
My Advisors
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My
Professional and Personal Advisors
My Banks and Safe-deposit Boxes
My Stockbroker(s)
My Lawyer(s)
My Accountant |
My Legal
Documents
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The
Location of My Important Papers
My Tax Returns
My Will
My Living Trust(s)
My Power(s) of Attorney
My Living Will
My Designation of Guardian (Conservator)
Gift of My Body or Organs
My Credit Cards, Charge Accounts, Subscriptions, Book Clubs, etc.
My Insurance Policies |
My Estate
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My
Cash, Bank Accounts, etc.
My Accounts and Notes Receivable
My Automobile(s) and Other Vehicle(s)
My Other Chattel Property
My Nongovernment Securities
My Government Obligations
Reserved
My Real Estate (and Mobile Home)
My Business Interests
My Farm (Ranch) Interests
My Interests in Other Estates and Trusts
My Powers of Appointment
My Other Assets (Inheritances, Insurance Benefits, etc.) |
My Insurance
and DeathBenefits
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My
Life Insurance and Annuities
My Other Death Benefits
My Medicare, Health, Accident, Medical, and Hospitalization Insurance |
My Social
Security, Pension,
and Retirement Benefits
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My
Social Security
My Pension and Retirement Benefits
My Retirement Savings Programs |
My
Debts and Other Financial Obligation
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My
Debts and Other Financial Obligations |
Summary
of My Assets
and Liabilities
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Summary
of My Assets and Liabilities |
My Funeral
and Other Arrangements
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My
Funeral and Burial Arrangements
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My Annual
Estate Planning Checkup
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Checklists
for Annual Estate Planning Checkup |
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