Use this peace-of-mind planner to gather those vital details about your contacts, legal matters, health, financial affairs, instructions, and more. Enter the information in this guided planner and keep it in a secure location. Valuable and practical, it is a tremendous gift for your family and personal representatives.
Planner covers:
My Personal Information
My Medical Information
Key Contact Information At the Time of My Passing
My Dependents
Important Documents
Financial Information
Commercial/Business Information
What Beneficiaries Can Expect
Personal Property Insurance
My Pets
What to Pay, Close, and Cancel
Email and Social Media
Miscellaneous Information
My Personal Wishes Last Words
Note: This planner is not a legal document and does not replace a valid will.
