My Estate Planner: Essential Information for My Family - Marion J. Caffey

In the blink of an eye EVERYTHING can change. My Estate Planner (Essential Information for My Family) is exactly what it says it is. A record book of my documents, assets, information & obligations. This is a new easy to use planner serving a WHEN not IF reality. A perfect gift for anyone with aging family members or friends. This comprehensive fill-in tool is a no-nonsense record book of your documents, assets and obligations. Things they need to know. A peace-of-mind planner for those left behind to organize. PROPER PLANNING PROVIDES FOR A PEACEFUL PROCESS. We make life after loss, illness or incapacitation just a bit easier. Don't worry! You don't have to share all of your personal information with anyone, just share the location of My Estate Planner with one person, a family member, your best friend, a legal representative. Your person... What good is a will or an insurance policy if no one knows where to find it? We are the most current and comprehensive planner on the market! Table of Contents: WILLS & TRUSTS DOCUMENT LOCATION QUICK GUIDE ANNUITIES BANK ACCOUNTS BROKERAGE RETIREMENT ACCOUNTS BUSINESS EMPLOYMENT CERTIFICATE OF DEPOSIT CREDIT / CHARGE / DEBIT / ELECTRONIC PAYMENT CRYPTO-CURRENCY DEBTS FIREARMS, FISHING & HUNTING HEIRLOOMS & OTHER VALUABLES INSURANCE INTERNET / SOCIAL MEDIA / EMAIL / TV MONEY MARKET FUNDS MUTUAL FUNDS NON-FUNGIBLE TOKENS PETS PROFESSIONAL ADVISORS REAL ESTATE SAFE DEPOSIT BOX SAVINGS BONDS TRAVEL & OTHER REWARD PROGRAMS TREASURY BILLS, NOTES & BONDS VEHICLES OTHER IMPORTANT INFORMATION PERSONAL NOTES & REFLECTIONS