This booklet is a planner to help you plan for the worst case scenarios of being incapacitated medically, or for an unexpected end-of-life. I’m a mom, I’ve worked in banking for over a decade, and seeing families come in not knowing the first step because nothing was planned for ahead of time was heartbreaking. I used this organizer myself to make sure all of my wishes were known.
This planner is a one-stop spot to put all of your personal info, your financial info, and all the info on your dependents. It contains a checklist to ensure you have all the steps done legally to bind your final wishes so they’re followed.
Please note, this is not a substitute for legal advice, and you should always consult with an estate planning attorney to finalize all planning. However, this booklet is a good start to fill out before having those (expensive) conversations.
This booklet is a planner to help you plan for the worst case scenarios of being incapacitated medically, or for an unexpected end-of-life. I’m a mom, I’ve worked in banking for over a decade, and seeing families come in not knowing the first step because nothing was planned for ahead of time was heartbreaking. I used this organizer myself to make sure all of my wishes were known.
This planner is a one-stop spot to put all of your personal info, your financial info, and all the info on your dependents. It contains a checklist to ensure you have all the steps done legally to bind your final wishes so they’re followed.
Please note, this is not a substitute for legal advice, and you should always consult with an estate planning attorney to finalize all planning. However, this booklet is a good start to fill out before having those (expensive) conversations.
