My colleague, Roger McManus, has a great product that will help you keep all of your documents, facts and wishes in one easy-to-find place. His template is called, From Here to Hereafter: Everything My Family Needs to Know.
Information on finances, real estate, personal property, retirement, whom to contact, insurance, and final wishes can be consolidated in the sturdy binder provided. Roger's system prompts you on what information to compile. All important documents in ONE place--it's a GREAT idea and a perfect complement to LifeBio's life story questions.
Click on the link OR call Roger's company, Planner Press at 336-854-8088 x 211 to read more or to order.
Here to Hereafter keeps all of your documents, facts and wishes in one easy-to-find place.
WHY THIS IS IMPORTANT: Any death is stressful on the survivors. Not having to search for information is a gift and a blessing.
Here to Hereafter keeps your medical records in a readily available form. [Section 2]
WHY THIS IS IMPORTANT: Those who desperately want to help you will have critical information at that critical time.
Here to Hereafter documents your financial information so it's organized and in an understandable fashion. [Section 3]
WHY THIS IS IMPORTANT: Your loved ones will avoid countless hours reassembling your affairs and managing your estate.
Here to Hereafter keeps your insurance papers -- life, health, long-term care -- where they are locatable if you are not able to help find them. Even if you keep the thick policies stored somewhere else, you can put copies of the first pages in the Here to Hereafter binder with instructions where to find the full documents. [Section 8]
WHY THIS IS IMPORTANT: You can remove the possible frustration of your family by letting them know exactly what coverages you have and where the documents are.
Here to Hereafter keeps all of your real estate documents in a single location. [Section 4]
WHY THIS IS IMPORTANT: Your executor's task will be greatly simplified -- your family will not be in turmoil searching.
Here to Hereafter allows YOU to decide who receives your "stuff"; the things you could never detail in a will. [Section 5]
Information on finances, real estate, personal property, retirement, whom to contact, insurance, and final wishes can be consolidated in the sturdy binder provided. Roger's system prompts you on what information to compile. All important documents in ONE place--it's a GREAT idea and a perfect complement to LifeBio's life story questions.
Click on the link OR call Roger's company, Planner Press at 336-854-8088 x 211 to read more or to order.
Here to Hereafter keeps all of your documents, facts and wishes in one easy-to-find place.
WHY THIS IS IMPORTANT: Any death is stressful on the survivors. Not having to search for information is a gift and a blessing.
Here to Hereafter keeps your medical records in a readily available form. [Section 2]
WHY THIS IS IMPORTANT: Those who desperately want to help you will have critical information at that critical time.
Here to Hereafter documents your financial information so it's organized and in an understandable fashion. [Section 3]
WHY THIS IS IMPORTANT: Your loved ones will avoid countless hours reassembling your affairs and managing your estate.
Here to Hereafter keeps your insurance papers -- life, health, long-term care -- where they are locatable if you are not able to help find them. Even if you keep the thick policies stored somewhere else, you can put copies of the first pages in the Here to Hereafter binder with instructions where to find the full documents. [Section 8]
WHY THIS IS IMPORTANT: You can remove the possible frustration of your family by letting them know exactly what coverages you have and where the documents are.
Here to Hereafter keeps all of your real estate documents in a single location. [Section 4]
WHY THIS IS IMPORTANT: Your executor's task will be greatly simplified -- your family will not be in turmoil searching.
Here to Hereafter allows YOU to decide who receives your "stuff"; the things you could never detail in a will. [Section 5]
Comments