| Dear Friend, What If Something Happened To You?
Life can change suddenly. If something happens to you or one of your
loved ones, you need to be organized. This workbook is designed to
prepare your family for the unexpected and eliminate problems and
expenses that arise when handling a deceased person’s estate. In it you
will find:
- Space to record the details relating to your assets,
liabilities, insurance, wills and estate plans
- A checklist of what you need to do after you have lost a loved
one
- A comprehensive document locator system
- Websites and contact information for important government
agencies
- A step-by-step guide to applying for Social Security and other
government benefits
- Guidance on protecting yourself with Durable Powers of Attorney
should you become incapacitated
- Professional guidance and tips to help you organize your
financial and legal affairs
- And much more
By investing a small amount of time and energy with If Something
Happens To Me, you can accomplish a great savings in time, hassle
and expense. We want your plans to succeed, and hope our workbook will
help you leave a positive legacy for those you love.
“My wife and I have four young
children and we own our own business. Keeping everything organized has
not always been easy. If Something Happens To Me has been
a great tool to help us get our affairs in order. Our document organizer
is stuffed full of things like the kids’ birth certificates, our wills,
our different insurance policies and financial statements. If we ever
need anything, we know exactly where to go.”
--Kelly L.
Be Prepared. Leave A Positive Legacy For Those You Love.
This workbook is written for everyone. We all need to prepare for the
certainty that, at some point, we won’t be able to handle our own
financial and legal affairs. In the event of disability or death, the
workbook will help you clearly communicate your wishes to your family
and provide a road map of the steps they will need to take to handle
your affairs.
The creators have made the workbook as easy as possible to complete.
The workbook is divided into brief sections, and is written in a clear
and simple format that only asks you to record your most important
information. By investing a small amount of time and energy completing
this workbook, you can avoid a great deal of wasted time, hassle and
expense for your family.
For a limited time, order the book for only $19.95 plus S/H
Order
HERE
Book Contents:
| Introduction |
| Preface |
 |
| Section 1-Personal Information |
|
| Personal Information |
| Contact Information |
| Children and Other Dependents |
| Employer Information |
| Professional Advisors |
|
| Section 2-Financial Information |
|
| Part A - Assets |
|
| Bank Accounts |
| Brokerage Accounts |
| Individual Retirement Accounts |
| Employer Sponsored Plans |
| Pensions |
| Annuities |
| Education Savings Accounts |
| Real Estate |
| Closely Held Business |
| Automobiles and other Vehicles |
| Tangible Personal Property |
| Miscellaneous Assets |
| Summary of Assets |
|
| Part B - Liabilities |
|
| Mortgage Information |
| Vehicle Debt |
| Credit Card Information |
| Student Loans |
| Personal Loans/Lines of Credit |
| Business Loans/Lines of Credit |
| Summary of Liabilities |
|
| Section 3-Insurance |
|
| Life Insurance |
| Health Insurance |
| Disability Insurance |
| Long-Term Care Insurance |
| Homeowner's Insurance |
| Home Contents |
| Auto Insurance |
| Dental Insurance |
| Umbrella Insurance |
| Renter's Insurance |
|
| Section 4-Estate Planning |
|
| Durable Power of Attorney for
Finance |
| Durable Power of Attorney for
Health Care |
| Wills |
| Revocable Living Trust |
| Irrevocable Trust |
|
| Section 5-Government Benefits |
|
| Social Security |
| Veteran's Benefits |
| Medicare/Medicaid Insurance |
|
| Section 6-What to do After Losing a Spouse or
Other Loved One |
|
| Part A-Funeral Arrangements |
|
| Planning The Funeral |
| Funeral Preferences |
| Obituary Information |
| People To Contact |
|
| Part B-Administering The Estate |
|
| Gathering Information And
Documents |
| Transferring Property And
Handling Court Proceedings |
| Estate And Trust Duties |
| Tax Reporting |
| Amending Survivor Estate Plans |
|
| Part C-Claiming Government Benefits |
|
| Social Security |
| Veteran's Benefits |
| Medicare/Medicaid |
|
| Section 7-Safe-Deposit Box Storage |
|
| Items You Should And Shouldn't
Keep In A Safe-Deposit Box |
| Safe-Deposit Box List Of
Contents |
|
| Section 8-Document Locator System |
|
| Identity Documents |
| Asset Related Documents |
| Liability Related Documents |
| Insurance Documents |
| Estate Planning Documents |
| Funeral Documents |
| Miscellaneous Documents |
|
| Section 9-Annual Review Checklist |
|
| Section 10-Notes |
“After her stroke, it was very
difficult deciding whether or not to move my mother into an assisted
living facility. She didn’t want to talk about her finances with us
kids, but we needed to know all of those details in order to make
choices that were in her best interest. If Something Happens To Me
helped us to bring up the topic in a more positive way and it will act
as a great resource for our family.”
--Sandy T.
Order the book for only $19.95 plus S/H
Order
HERE
- Save your hard-earned money.
Attorneys, accountants and financial advisors charge thousands of
dollars to organize our estates when we die. Part of these expenses
simply involve time spent tracking down records of what we own, what
we owe, who is in charge, and who should receive our property. By
completing this workbook beforehand, you can save a portion of that
money for your family because they won’t have to pay your advisors
for hours of wading through your records.
- Save those you love a lot of grief.
Losing you would be tough on your family. Sadly, the pain, stress,
aggravation, family quarrels, lost time, and wasted money that
result from poor planning and organization only multiplies the pain.
Completing this workbook will help you clearly communicate your
wishes to your family, lay out a roadmap of the steps you want them
to take, and list trusted friends and advisors to provide help and
advice. Putting your affairs in order now will not only simplify
things for your family, but it will clearly express to them how much
you love them.
- Avoid legal and financial pitfalls We
all can’t be experts at everything. The wisest people are those that
avoid mistakes by knowing when to seek advice. We have helped
hundreds of families put the many pieces of their financial and
estate planning lives in order. The knowledge and insight we have
gained from doing this is built into the workbook and you can use it
to succeed in your planning and make smart decisions for your
family.
Order the book for only $19.95 plus S/H
Order
HERE
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