
$29.95 |
| The Beneficiary Book |
| A Family Information
Organizer |
| (Original Binder Edition) |
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| "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 |
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| 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: |
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Personal Family Information - Including
your family’s complete medical history and a list
of all trusted advisors. |
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Your
And Your Spouse’s Final Wishes and final
arrangements. |
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Your Estate Planning Details - The location
of important of papers and documents, insurance policies,
etc. |
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Your
Finances - Banking, budgets, debts . . . Even
who owes you money. |
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Your
Investments - Stocks, bonds, mutual funds, real
estate, etc. |
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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. |
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Your
Business - Record details—only you know—so
your appointed successor(s) can run your business efficiently
in your absence. |
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Personal
Thoughts- Everything from inside secrets about
your home to the care and well being of orphaned pets. |
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