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$29.95

The Beneficiary Book
A Family Information Organizer
(Original Binder Edition)
 
"The advice you'll find in this book is what you write yourself. And that's the beauty of it… It's designed to tell everyone where everything is - and advise them what to do once they find it."
- Susan Tompor, Detroit Free Press
 
Who really needs The Beneficiary Book?
Virtually any person (rich, poor, young, old, single, or married) who has information that will benefit those they will leave behind—Information typically only stored in their head that can be lost forever at death or incapacity. The book comes with a custom (easy to identify) 3-ring binder, complete with tab divider sections. Each section contains a series of questions and simple fill-in-the-blank forms. The inviting format makes it easy for users to fill in the answers and information relating to:
  • Personal Family Information - Including your family’s complete medical history and a list of all trusted advisors.
       
  • Your And Your Spouse’s Final Wishes and final arrangements.
       
  • Your Estate Planning Details - The location of important of papers and documents, insurance policies, etc.
       
  • Your Finances - Banking, budgets, debts . . . Even who owes you money.
       
  • Your Investments - Stocks, bonds, mutual funds, real estate, etc.
       
  • Your Personal Possessions - A place to inventory and detail just about everything relating to all your worldly possessions (from your motor vehicles to your stamp collection) plus, what items are covered under warranty and who performs the service.
       
  • Your Business - Record details—only you know—so your appointed successor(s) can run your business efficiently in your absence.
       
  • Personal Thoughts- Everything from inside secrets about your home to the care and well being of orphaned pets.
       
    Format: 8-1/2" x 11"
    · Three-ring notebook
    · Nine tabbed sections
    · 118 pages.


    ISBN: 0963722808
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    Also available in:
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    Windows software
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    E-book edition
    "I rate it best among the half dozen beneficiary guides I've seen.
    And I like it best because the book is more than a string of
    names, telephone numbers, and cold endless facts."
    - Humberto Cruz, syndicated columnist        
     
    Order online or call (toll-free) 1-800-222-9125
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