Beneficiary Directory: Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries

Beneficiary Directory: Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries

by Mark H. Kaizerman, Karen E. Risch
     
 

Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries. You never know which piece of paper will be most meaningful to your family? The Beneficiary Directory helps you anticipate this by giving you a step-by-step guide to putting the most significant documents in your life in order. It does not require a complicated filing system

Overview

Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries. You never know which piece of paper will be most meaningful to your family? The Beneficiary Directory helps you anticipate this by giving you a step-by-step guide to putting the most significant documents in your life in order. It does not require a complicated filing system but instead works with the one you already know and use, helping you answer these questions:

1. What documents do I need?
2. How will my beneficiaries find these documents?
3. Who should have access to these documents, and when?
4. Who will best advise my beneficiaries?

Finally, a system that allows you to organized all your important documents, saving you and your heirs countless hours of work and frustration, at a time of need. Imagine, One File, One Location, One Call.

Endorsed by leaders of the financial planning, legal, accounting and health care communities as a valuable addition to all estate plans, the Beneficiary Directory helps ensure that your values, beliefs, and influence can continue uninterrupted into the future.

Product Details

ISBN-13:
9780974983035
Publisher:
Just Write Books
Publication date:
12/28/2004
Pages:
55
Sales rank:
710,624
Product dimensions:
6.00(w) x 9.36(h) x 0.49(d)

What People are saying about this

Bill Bachrach
"... a fabulous tool to organize and simplify your life so that you can focus on what's important to you."
CSP, Author, Values-Based Financial Planning
Natalie B. Choate
"The Beneficiary Directory is indispensable. Someone should have thought of this sooner."
Esq., Author, Life and Death Planning for Retirement Benefits
Harley Gordon
"The Beneficiary Directory asks the right questions and encourages individuals to start to organize their important documents."
Esq., Founding Member, National Academy of Elder Law Attorneys

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