My Estate Planner: Essential Information for MY Family, (Hardcover)

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My Estate Planner: Essential Information for MY Family, (Hardcover)

My Estate Planner: Essential Information for MY Family, (Hardcover)

3.7 stars out of 3 reviews
(3.7)|
3 ratings

Key item features

  • Essential Record Book: A fill-in-the-blank planner designed to organize essential documents, assets, information, and obligations for family members.
  • Comprehensive Content: Includes categories for modern assets like cryptocurrency and NFTs, alongside traditional items such as wills, trusts, and insurance policies.
  • Hardcover Format: Presented in a durable hardcover with a deluxe business blue cover and gold messaging for a stylish and conservative appearance.
  • Peace-of-Mind Solution: Aims to alleviate confusion, stress, and anxiety for loved ones during times of loss, illness, or incapacitation by centralizing vital information.
  • Information Accessibility: Facilitates easy location of legal and common documents, ensuring critical information is accessible when needed most.
  • Publication Details: Published on February 10, 2022, by Sunshine Publications LLC, featuring 116 pages of content.
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3.7 out of 5 stars
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Showing 1-2 of 2 reviews

May 3, 2022
MBT
5 out of 5 stars review

A Planner that Everyone Needs-Both Young and Old!

As a Bank Manager, I am often faced with helping families piece together their deceased loved one's financial affairs. There are many times that families come to the bank without any idea of account numbers, let alone if their loved one even had a deposit or investment accounts with a financial institution. Additionally, they don't know who's a co-owner or a beneficiary. Having to go through this is already a stressful situation for families and not knowing what is what... makes it even more difficult! I encourage everyone to get this planner! This will help leave an organized portfolio of your estate. We all have to leave here someday... and making sure our loved ones can lay us to rest without added stress... is the last thing we can do for them.

Helpful?2L1MT74BCDT4712500439
Aug 30, 2024
Cynthia
1 out of 5 stars review

Verified Purchase

Bad delivery

Fed ex is not a reliable delivery service!!! I have not received my order for one item

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Helpful?2L1MT74BCDT4712500439