Estate planning goes beyond drafting a will. Thorough planning means accounting for all of your assets and ensuring they transfer as smoothly as possible to the people or entities you wish to receive them. Along with implementing your plan, you must make sure others know about it and understand your wishes.
This book will inspire you to get down to work, organizing those things that you've promised yourself you'd get around to, "one day." Millions of dollars in life insurance policies, bank accounts, and safe deposit boxes go unclaimed because heirs are unaware that those assets exist. Your executor can rely on this record to avoid leaving assets unclaimed. In addition, this information will reduce the lawyer's time and fees when settling your estate.
This book is designed to help you assemble all your vital documentation and information in one simple, easy-to-access format. This step-by-step checklist ensures that you have accounted for all of your important documents and information, that your loved ones know how and where to access them, and that your wishes for a funeral or memorial service are communicated.Estate planning goes beyond drafting a will. Thorough planning means accounting for all of your assets and ensuring they transfer as smoothly as possible to the people or entities you wish to receive them. Along with implementing your plan, you must make sure others know about it and understand your wishes.
This book is designed to help you assemble all your vital documentation and information in one simple, ea