INTRODUCING
MY ESTATE PLANNER
Essential Information for My Family
WHAT GOOD IS A WILL, TRUST OR INSURANCE POLICY, IF NO ONE CAN FIND IT?
“DON’T LEAVE THIS PLANET WITHOUT A PLAN”
A new easy-to-use, fill-in-the-blank record book of your documents, accounts, information, assets & obligations. A true peace-of-mind workbook solution!
#1 on 3 AMAZON BEST SELLER LISTS
Don’t leave this planet without a plan!
In the blink of an eye EVERYTHING can change! Get organized now! Introducing a new affordable solution to a WHEN not IF, inevitable reality.
INTRODUCING a comprehensive record book of my information, documents, assets, accounts and obligations.
“A time & stress saver for those left behind or a perfect day-to-day reminder of things you can’t remember”
PROPER PREPARATION PROVIDES FOR A PEACEFUL PROCESS
“Ask Yourself… What Good Is a Will, Cash or Bank Accounts
If No One Can Find It”
ABOUT THE AUTHOR * WHY THE PLANNER?
“The planner was born out of the real-life loss of my mother and discovering just how in the dark I was regarding her personal documents, information, assets and obligations. After many, many months of the stress, anxiety and frustration of searching here, there and everywhere, gathering pieces of her well lived life, the thought came to me, I probably not alone in this frustrating experience. I decided I would solve a huge and frustrating problem for millions of families, including my own children! As a creator and problem solver by trade, I designed and published MY ESTATE PLANNER to fill a real-life need, serving individuals, families and communities like YOU, YOURS and MINE!”
THE MOST CURRENT, UP-TO-DATE PLANNER ON THE MARKET TODAY!
Categories include the MOST POPULAR like: Wills, Email, Trusts, Passwords, Insurance Policies, Bank Accounts, Stocks, Vehicles and Pet information. And NEW categories such as: Social Media (Facebook, IG, Tik Tok), Crypto-currency (Bitcoin, Ethereum, etc.) and NFTs (Non-Fungible Tokens).
YOU’VE GOT OPTIONS!
Download the New Fully-Digital PDF
MY ESTATE ePLANNER
Prefer digital over print? Want to save on shipping and delivery? We now offer a user friendly, fill-in-the-blank, PDF format for download, for your ease and convenience. Simply type your information right into your new ePlanner. Its the same book, just in digital form. Learn more or download it and get started today!
Explore The Table Of Contents
WILLS & TRUSTS
DOCUMENT LOCATION GUIDE
ANNUITIES
BANK ACCOUNTS
BROKERAGE/RETIREMENT
ACCOUNTS
BUSINESS / EMPLOYMENT
FIREARMS / FISHING / HUNTING
INTERNET / SOCIAL MEDIA
STREAMING
MONEY MARKET FUNDS
MUTUAL FUNDS
NFT'S (Non-Fungible Tokens)
PETS
CERTIFICATES OF DEPOSIT
CREDIT/CHARGE/DEBIT CARDS
ELECTRONIC PAYMENT ACCOUNTS
CRYPTO-CURRENCY
INSURANCE
HEIRLOOMS & VALUABLES
REAL ESTATE
PROFESSIONAL ADVISORS
SAFE DEPOSIT BOX
SAVINGS BONDS
TREASURY BILLS / NOTES / BONDS
VEHICLES
PERSONAL NOTES & REFLECTIONS
YOU DON'T HAVE TO SHARE YOUR MOST PERSONAL INFORMATION!
YOU ONLY NEED TO SHARE THE LOCATION OF THE INFORMATION WITH YOUR MOST TRUSTED FAMILY MEMBER, FRIEND OR LEGAL REPRESENTATIVE - YOUR PERSON!
DO YOU LOVE “FAMILY FEUD” BUT HATE YOUR FAMILY FEUDING?
You need this planner if at least 3 of these apply to you?
50 Plus, Have Aging Parents, Have a Will or Trust, Married or Single, Have Children, Own a Pet, Military Veteran, Own, Lease or Rent Property, Own or Lease Vehicles, Have Insurance (Life, Health or Auto), Own stocks, Have a Bank Account, Employed, Retired or Own a Business, Have a 401K, SEP or Roth IRA, Have Email or Social Media, Pay Taxes, Won't Live Forever…
BOOKSELLERS & GIFTSHOPS
WE ARE NOW AVAILABLE ON INGRAM SPARK!