What If...

Overview

WHAT IF something unexpected should happen to you ... a fire, a flood, a death? Does your family know about your finances, where your important documents are, your final wishes, your family medical history? Too often we wait until it is TOO LATE to get our affairs in order; we think 'nothing is going to happen to me'! How many of us have gone through the experience of a family member who died and did not have their estate in order ... it can be a nightmare!

Drawing from her ...

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Overview

WHAT IF something unexpected should happen to you ... a fire, a flood, a death? Does your family know about your finances, where your important documents are, your final wishes, your family medical history? Too often we wait until it is TOO LATE to get our affairs in order; we think 'nothing is going to happen to me'! How many of us have gone through the experience of a family member who died and did not have their estate in order ... it can be a nightmare!

Drawing from her experience with Hospice and Elder Care, in 2005 Gwen Morgan was inspired to write the What if (*NOTE: What if should be in italics) ... Workbook. The What if ... (*NOTE: What if should be in italics) Workbook is a comprehensive, easy to use guide for putting your affairs in order. By filling out the Workbook, you are providing your loved ones with the necessary information they need should anything happen to you. The Workbook includes, but is not limited to:

• financial information

• personal contacts

• location of documents

• burial vs. cremation

• care for pets

• family medical history

• special gifts for loved ones

• thinking about legacy

• and more!

The Workbook was written with 3 goals in mind:

1. Fill out the Workbook, thus giving The Gift of Preparedness to Your Loved Ones, while you are of sound mind and body.

2. Communicate to your family/loved ones that you have filled out the What if (*NOTE: What if should be in italics) ... Workbook and where the book is located. If possible, sit with your family and go through the Workbook together, thus learning about each other and the ideals that are important to you.

3. When you think about your end, hopefully this will encourage you to live your life more fully! Live each day to the fullest, acknowledging that our time here on this beautiful earth is precious, and meant to be lived with joy, kindness, and service to others.

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Product Details

  • ISBN-13: 9781449049782
  • Publisher: AuthorHouse
  • Publication date: 1/15/2010
  • Pages: 72
  • Product dimensions: 8.25 (w) x 11.00 (h) x 0.15 (d)

Read an Excerpt

What if ... Workbook

The Opportunity to Give the Gift of Preparedness to Your Loved Ones
By Gwen W. Morgan

AuthorHouse

Copyright © 2009 Gwen W. Morgan
All right reserved.

ISBN: 978-1-4490-4978-2


Chapter One

The What if ... Workbook

In this crazy world, the unexpected happens. A dramatic change in life can occur at any time, with devastating effect. Change can result from a natural disaster such as flood or fire, from a personal crisis such as divorce, illness or death, or from a completely unexpected occurrence such as an accident. The What if ... Workbook has been created to serve as a comprehensive guide in assisting individuals and families with putting their personal affairs and final wishes in order as a gift to those who may be affected in the event of the aforementioned life changes.

Most of us know that this information should be compiled at some point in our lives. But, who ever really gets it done?? Who even likes to think about such things? None of us. But for those who have personally experienced difficult times and have had to face unexpected life changes, how many had no idea of the final wishes of their loved ones? What a gift this information would have been!

The What if ... Workbook is the optimal guide for individual planning in regards to finances, personal assets, and personal wishes generally left unattended until too late. This comprehensive guide allows loved ones to know the exact personal, final wishes of the family member or friend.

Who will benefit from this workbook? All who have any financial assets, last personal wishes or desires they want to have known by others upon the circumstance of a life change. In other words, everyone. What a gift to leave ... the elimination of guessing in regards to last wishes, the ease of settling an estate, the relief felt by loved ones that all is in order, just as you want it to be.

In June of 1996 my mother Fern Wingate died of stomach cancer. For many years Fern had suffered from Alzheimer's disease, so the family had actually 'lost' her long before her physical death. Over that time, we had never discussed any details of Fern's passing: what clothes would she want to be buried in? What hymns/scriptures/prayers to include at her funeral? A family plot had already been purchased and the decision to be buried rather than cremated had already been made, so those major decisions were not an issue. Planning for her funeral mass seemed to be such a scramble with quick, snap decisions made, trying to keep the thought of mom at the forefront, but never really knowing what Fern herself may have actually preferred.

In October of 2000, my Aunt Jeanette passed away. At the reception following the funeral mass, my cousin Michelle, (Aunt Jeanette's daughter) explained how her mother had communicated everything to them beforehand ... the dress she wished to be buried in, that she wanted to hold her rosary, the scriptures and hymns for the mass. I remember thinking, "What a huge gift that Aunt Jeanette told her family members her last wishes! What a struggle it had been in our case with mom, having to guess at so many critical decisions!" It was then and there that I decided it would be a wonderful service to offer families the opportunity to discuss these difficult issues while the person was still alive, thus able to make these personal yet empowering decisions.

It has taken some time, but the idea that was birthed many years ago has finally become a reality! I sincerely hope that the following workbook assists you in confronting the uncomfortable arena we know as the 'end of life'.

This Work is dedicated to my husband John, daughter Taryn, and son Drew, who have supported me as I attempt to fulfill my mission of:

* assisting others in getting their affairs in order * encouraging communication among family members * reminding us all to live our lives fully every day; when we think about our end, hopefully it will remind us that we only have one shot in this life that has been given us!

It is also dedicated to my mom Fern, my father-in-law Carl, and my Aunt Jeannette, whose life stories gave me the idea for this Workbook.

Please fill out the following information, rip out the page, and send it to someone you trust to retrieve your workbook when the time comes.

Date: ___________________

Dear _____________________________________,

It is my desire that you know I have completed the What if ... Workbook, and that it is located: __________________________________________________________________ __________________________________________________________________

Upon my death, or in the case I become incapacitated, I would like you to take my completed workbook and see to it that my wishes are met. In it you will find my personal financial information, contact information, personal assets, the location of my personal documents, details on how I want matters handled upon my death, as well as my last personal wishes.

I have also sent this notice to ____________________________________

Latest address: _________________________________________________ _________________________________________________

Latest phone number: _____________________________________

Latest email: _____________________________________

___ I have not sent anyone else this notice.

Please fill out the following information, rip out the page, and send it to someone you trust to retrieve your workbook when the time comes.

Date: ___________________

Dear _____________________________________,

It is my desire that you know I have completed the What if ... Workbook, and that it is located: __________________________________________________________________ __________________________________________________________________

Upon my death, or in the case I become incapacitated, I would like you to take my completed workbook and see to it that my wishes are met. In it you will find my personal financial information, contact information, personal assets, the location of my personal documents, details on how I want matters handled upon my death, as well as my last personal wishes.

I have also sent this notice to ____________________________________

Latest address: _________________________________________________ _________________________________________________

Latest phone number: _____________________________________

Latest email: _____________________________________

___ I have not sent anyone else this notice.

PERSONAL INFORMATION

DATE: ______________

Name: ____________________________________________________________ Maiden Name (if applicable): __________________________________________ Address: __________________________________________________________ City: _______________________________ State: __________ Zip: __________ Phone #: (H): _____________________ (W): _____________________ Cell: _______________ Email: __________________________________ Password: _______________________________ Social Security #: ____________________________ Current Place of Employment: ___________________________________________ Address: _______________________________________________________ City: ___________________________________ State: ________ Zip: __________ Contact: ______________________________ Phone #: _________________________ Mother's Name, Place of Birth: ____________________________________________________ Mother's Maiden Name: _________________________________________________ Father's Name, Place of Birth: _____________________________________________________ (the above parental information is needed to obtain your death certificate)

Dates of revision to the What if ... Workbook: ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________

In the case of additional Personal information, please use this page. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

CONTACT INFORMATION

PERSONAL CONTACTS

Spouse/Partner: ______________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone (if different than yours): _________________________________ email: ______________________________

Ex-spouse/Ex-partner: ________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Parents: ____________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

In-laws: _____________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Child: ______________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Child: ______________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: ________ Phone: _________________________________ email: ______________________________

Child: ______________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Brother/Sister: _______________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Brother/Sister: _______________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Brother/Sister: _______________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Other family members to contact: (ex. aunts, uncles, nieces, nephews, grandparents, etc) _____________________________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Other family members to contact: (ex. aunts, uncles, nieces, nephews, grandparents, etc) ______________________________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Other family members to contact: (ex. aunts, uncles, nieces, nephews, grandparents, etc) ______________________________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Other family members to contact: (ex. aunts, uncles, nieces, nephews, grandparents, etc) ______________________________________________________________________________ Address: _____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Attorney: __________________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Financial Advisor: __________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Accountant: _______________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Minister/Priest/Rabbi/Spiritual Advisor: _____________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Doctor: _______________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Doctor: _______________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Therapist: _______________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: ______________________________

Pharmacist: _______________________________________________________ Address: ____________________________________________________________ City: ___________________________________ State: _________ Zip: __________ Phone: _________________________________ email: _____

(Continues...)



Excerpted from What if ... Workbook by Gwen W. Morgan Copyright © 2009 by Gwen W. Morgan. Excerpted by permission.
All rights reserved. No part of this excerpt may be reproduced or reprinted without permission in writing from the publisher.
Excerpts are provided by Dial-A-Book Inc. solely for the personal use of visitors to this web site.

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Table of Contents

Contents

Forward....................p. 1 Statement of Charity / Dedication....................p. 3 Who knows that I have filled out my What If ... Workbook?....................p. 5-7 Personal Information....................p. 9-10 Contact Information....................p. 11-20 Children's Information....................p. 21-23 Financial Information....................p. 24-41 Personal Assets....................p. 42-44 Document Storage....................p. 45-48 Family Medical History....................p. 49-51 Personal Last Wishes....................p. 52-57 Obituary / Death Notice....................p. 58-59 Gifts to Loved Ones....................p. 60-61 Final Message....................p. 62-63 Epilogue ... Thinking About Legacy....................p. 64 Additional Page ... Just in Case....................p. 65 About the Author....................p. 66
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