My Estate Records Guide

Overview

My Estate Records Guide provides a single place for you to list the location and details of your estate records. Carefully designed, it provides a complete record of your most important information. This guide addresses many areas that are not always covered in a trust or will but are essential to "completing the puzzle" that finalizes your estate.

This concise guide will likely be the most important resource your family will reach for in the event you become incapacitated or ...

See more details below
Paperback
$21.83
BN.com price
(Save 12%)$24.99 List Price
Other sellers (Paperback)
  • All (1) from $22.32   
  • New (1) from $22.32   
Sending request ...

Overview

My Estate Records Guide provides a single place for you to list the location and details of your estate records. Carefully designed, it provides a complete record of your most important information. This guide addresses many areas that are not always covered in a trust or will but are essential to "completing the puzzle" that finalizes your estate.

This concise guide will likely be the most important resource your family will reach for in the event you become incapacitated or pass away. You could be young, middle-aged, or golden aged. We never know when the inevitable will happen. Preparing for this in advance is one of the greatest gifts you can give yourself and your family.

Over the course of time, we have all seen and read about people who were not prepared and did not have their affairs in order. In fact, most of us fall into that category! The task of organizing our records feels overwhelming. It can be time consuming to collect all the data and then periodically spend time to keep it updated. However, if your estate records location is not known, heirs will be hampered in their efforts to handle the difficult task involved in reconciling your estate. It could take your family months to go through paperwork and records. When several heirs are involved, it can be difficult to decide who will take charge.

If you are prepared and organized, imagine the relief your family will feel to know that your loving care has provided them with this guide. We call this "A Legacy of Caring™", the cornerstone of our philosophy. Those that have been designated to carry out and honor your final wishes will be extremely grateful that this guide was prepared and kept up-to-date.

In addition, this guide makes a truly thoughtful gift for friends and family members. Many adult children have helped their parents fill this out. In so doing, they have engaged them in conversations about their lives and have fostered a closer relationship. It's a great way to really connect with the people you love most. Having a conversation about this topic can be difficult, but giving this guide as a gift can help begin that conversation.

My Estate Records Guide includes the following sections: 1: Table of Contents, 2: Foreword, 3: Our Company Information, 4: Legal Disclaimer and Terms of Use, 5: Using this Guide, 6: Where to Begin, 7: Utilizing an Accountability Partner, 8: My Estate Checklist, 9: My Location of Records, 10: My Business Interests, 11: My Calendar of Recurring Dates, 12: My Cards, 13: My Care Provided to Another, 14: My Contacts - Personal, 15: My Contacts - Professional, 16: My Employment, 17: My Estate Documents/Contacts, 18: My Family Information, 19: My Family Tree, 20: My Final Wishes, 21: My Finances, 22: My Home Instructions, 23: My Home Utility Locations, 24: My Home Utility Providers, 25: My Insurances, 26: My Legacy of Caring, 27: My Letters to Loved Ones, 28: My Medical Information, 29: My Memberships, 30: My Military Information, 31: My Obituary, 32: My Personal Information, 33: My Personal Passwords and Log-ins, 34: My Personal Property, 35: My Personal Property - Items Distribution, 36: My Pets Information, 37: My Real Estate, 38: My Safe Deposit Boxes, 39: My Service Providers, 40: My Social Security Information, 41: My Spouse/Partner Information, 42: My Taxes, 43: My Vehicles, 44: My Other Information, 45: My Resources, 46: My Signature Page.

This valuable, easy to fill-in guide will set you on the path to becoming Completely Prepared™!

Don't wait! Get started today!

Ken Petersen & Shawn Smith, Founders

Read More Show Less

Product Details

  • ISBN-13: 9781490530369
  • Publisher: CreateSpace Publishing
  • Publication date: 7/11/2013
  • Pages: 70
  • Product dimensions: 8.50 (w) x 11.00 (h) x 0.15 (d)

Meet the Author

Ken Petersen and Shawn Smith, have a passion for helping others with personal organization and life planning.

Similar to the experiences that many others have had, they had family members pass away without a plan and no legacy left behind. They rallied with their loved ones to organize final details and search for needed important information, an arduous task especially during a family crisis. Ken and Shawn made it their life goal to be completely prepared with their own personal records so that their families would not be left to search for their information. They were determined to leave a Legacy of Caring™. Wishing to share this with others, they developed the easy to use and concise My Estate Records Guide which organizes all of your important records in one place.

Over the past 25 years, Ken has mentored couples and singles in the area of personal organization and life planning. Ken is also well-known for his commitment to training and education both personally and professionally. Ken holds a lifetime teaching credential, is actively involved in his church, and has donated countless hours to Habitat for Humanity.

Shawn Smith is an expert in business and personal organization techniques and content writing. She has over 30 years of experience working for large and mid-sized firms assisting top executives in all aspects of business organization.

Wanting to take her expertise to the public, she teamed up with her business partner and former co-worker, Ken Petersen, to create the most concise and easy to use guides possible for personal organization and life planning.

Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)