TODAY, make the decision to organize your personal affairs!
Do it for yourself and for your loved ones.
A comprehensive workbook
1. Create personal instructions for your family
2. Plan what information to include in your Will, Power of Attorney, Living Will
3. Prepare other important information to share with your loved ones
4. Learn how to share "need to know" information with loved ones, even when tough conversations are about death.
You'll also have the opportunity to create your own personal information organizer, bringing together the essential information your loved ones may one day need. Categories include:
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Medical and Health Care
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Investments
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Real Estate
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Banking
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Employment
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Digital Information
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And much more
Taking on a project like this may seem overwhelming, especially while balancing work, family, and the many responsibilities that come with everyday life. But preparing for the unexpected is achievable with this practical, easy-to-follow guide created for busy adults who understand that life is better when you're prepared.
Getting Your Affairs in Order is organized into seven weekly sections, allowing you to make steady progress without the stress of trying to do everything at once. Each week builds on the previous one, providing clear instructions, helpful reference information, worksheets, and easy-to-use charts that guide you step by step. By the end of the program, you'll have the tools and organization you need to confidently manage your important personal, financial, and estate planning information.