Product
How to Organize and Manage those key documents
Organizing your estate affairs is an essential part of life. Creating an estate plan is a very important and personal decision for everyone and not just for the wealthy. During the course of life, events take place which require documentation. By planning and organizing your estate, the important and vital documents such as birth certificate, marriage licenses, bank statements, insurance policies, medical records,
DD214, Trust, Wills, power of attorney, and heir property will readily be available. The estate organizing system will assist you in organizing those key documents in an easy, efficient and user-friendly manner.
You will receive:
BINDER: This estate organizing system consist of an elegant padded binder which contains:
- Tabbed pocket pages for documents & information to be filed.
- Forms to be completed and filed in the corresponding pocket pages which are located directly behind each form.
Due to the size of some documents such as bank statements, and insurance policies, it is recommended to file a copy of the cover page into the tabbed pocket pages.
This system also includes:
Booklets: The Journey Of Life &
Arrangements Planning Guide
- Examples of Funeral Programs
- Historical Family Layouts
- Personal Achievements
- Ideas to write your biographical account
- Your Personal Legacy
- A personal guide for the Trustee, Executor, or family representative to follow after the loved one has transitioned.
- Also included is a zippered tote for storage.