You’re seeing this ad based on the product’s relevance to your search query. IRS information for … You’re seeing this ad based on the product’s relevance to your search query. I have signed this document this _____ day of _____ 20____. Fill this form out to help ease the change for your loved ones. This organizer is a great start to recording your estate with everything in one place. If … There are a couple of items worth noting: It lists who's insured by each policy and who owns each account because you should plan for … Top subscription boxes – right to your door, © 1996-2021, Amazon.com, Inc. or its affiliates. Desktop Paper Tray Rack for Home, Office, or School … (5 Tier), Smead Desk File/Sorter, Daily (1-31), 31 Dividers, Letter Size, Blue (89294), MSR "What My Family Should Know" Estate Planning Spiral Bound Record Book, Skydue Letter A4 Paper Expanding File Folder Pockets Accordion Document Organizer (Fuchsia), Estate Planning Portfolio - 1.5" D-Ring Faux Leather Binder with Inserts (Black), Real Estate Listing Folder – Right Panel List, Pre-Printed on Durable Card Stock with Closing Checklist and Color-Coded Dots for Organizing (Green, Letter Size | Pack of 25), Tidify Car Front Seat Organizer with Dedicated Tablet and Laptop Storage Stabilizing Side Straps Soft Adjustable Shoulder Strap and Hardened Buckles Your Office Away from Office, JUSTTOP Car Organizer Backseat Car Storage for SUV Trunk, Car Trunk Tidy Storage Bag with Lids, COSSINI Black Superior Vegan Leather Business Portfolio with Zipper – Padfolio All-in-One - Smartest Protective 10.1 Inch Tablet Sleeve, Presentation Slot, Solar Calculator, Card Storage, Writing Pad. Instructions for Fiduciaries 2. Your Estate Planning Organizer. LEO makes it easy to organize your life and estate plans with a private, secure account that captures all your important details and documents. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING . Mileage Log on Back. The more organized your affairs, the easier things will be for your loved ones after you have passed. The Document Finder 3. : What My Family Should Know if I Croak ~ Estate Planning Organizer & Will Planning Workbook ~ Humorous Final Wishes Planner, 8.5x11, FINAL WISHES ORGANIZER: Comprehensive Estate & Will Planning Workbook (Medical / DNR, Assets, Insurance, Legal, Loose Ends, Funeral Plan, Last Wishes Planner, 8.5x11), WILL PLANNING WORKBOOK: *What My Family Should Know When I'm Gone* A Comprehensive Will & Estate Planning Organizer for the Christian Family, 8.5x11, LAST WISHES PLANNER: An End of Life Organizer Workbook with Checklists to Keep Your Affairs In Order, Steel Key Cabinet Security Box Wall Mount with Combination Lock and Radom Color Key Tags-Holds 48 Keys, Desk Organizer Tray - Letter Tray in Black Metal Mesh for Organizing Files, Papers, Bills, Folders, Letters, Binders, and More. Your recently viewed items and featured recommendations, Select the department you want to search in. Find the best Estate Planning Law on Yelp: search reviews of 98 Berkeley businesses by price, type, or location. Estate Map costs $96 the first year and $24 a year to renew. settle your estate. Top subscription boxes – right to your door, © 1996-2021, Amazon.com, Inc. or its affiliates. ESTATE PLANNING WORKSHEET . VP Estate Planning Kit This 3 ring version is a Heavy Duty Record Book bound in Burgundy or Black levant imitation leather. is more than a source for estate planning information and advice. Ifocus - A5 work planner, 500 Pieces Tabs 2 Inch Sticky Index Tabs, Writable and Repositionable File Tabs Flags Colored Page Markers Labels for Reading Notes, Books and Classify Files, 21 Sets 10 Colors (2 inch), 4 Pack 2 Inch 3 Ring Binders,Designed for of 8.5 Inch x 11 Inch Paper,Customizable Clear View Cover for Office/School File Organizer, Acetiamin 3 Ring Clear PVC Binder Pockets Envelopes Zipper Binder Insert Pouches Document Folder 18PCS, Clever Fox Planner Daily - Best Agenda & Daily Calendar to Boost Productivity, Happiness & Hit Your Goals - Gratitude Journal Personal Daily Organizer - 5.8 x 8.3'' Undated, Black (Daily), GoGirl Planner and Organizer for Women - Compact Size Weekly Planner, Goals Journal & Agenda to Improve Time Management, Productivity & Live Happier. Click this link to download our free resource; the estate planning organizer. Her degree in interior design and her years in corporate America and the estate planning industry have created a unique set of interests which she blogs about here. Wells Fargo Advisors is not a legal or tax advisor. Consider keeping a copy of this organizer with your estate planning documents. Our new Estate Planning Organizer, An Act of Love, is a binder system designed to provide you with a comprehensive place to organize and store useful and important information that will be helpful to others in caring for you during any periods of incapacity and during the administration of your estate. How Does This Differ From Using An Estate Planning Attorney? Organizes Tax Receipts. The first step in any proper estate plan is to get organized. Our estate plan organizer will help you collect all your relevant estate records so that you and your heirs can keep better track of all the important information in your life. ♦ Deeds for any real estate you own. Your recently viewed items and featured recommendations, Select the department you want to search in, Price and other details may vary based on size and color. The Key Contacts 4. Learn more about the financial benefits of estate planning. Business Planner Undated for Entrepreneurs! She loves to craft, sew, create, organize and design. It is recommended that you obtain our Estate Planning Questionnaire & Organizer Forms prior to your appointment. It is a lifelong tool that’s a personal financial management system–clear step-by-step process designed to help organize your affairs and use the essential principles of smart financial management. Focus Project Notebook for Productivity! Estate Organizer for _____ Date: _____ This document is intended to supplement your estate plan and arrangements by conveying to your family, executor and other relevant advisors your objectives and wishes regarding things that are not included, or may not be included, in your Will and other estate planning documents. Common Estate Planning terms defined. The Asset Workbook Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes Undated - Start Anytime, Lasts 1 Year - Turquoise, Estate Planning Portfolio with Gold Lettering, Get High-Quality Binders by Blue Summit Supplies. Don’t delay. OFFIDIX Leather Zippered Key Case,Key Organizer 12-Key Hooks Portable Key Cabinet Document Organizer Business Card Holder Tablet Sleeve for Real Estate Sales,Hotel Executives,Car Service(A4 Size,Black, Get It Together: Organize Your Records So Your Family Won't Have To, Smead Life Documents Organizer Kit (92010), Black, I'm Dead, Now What? A PLAN THAT MEETS YOUR GOALS. Sometimes everything you want to tell your survivors does not belong in your will. Join other loyal Jordan Balkema Elder Law Center clients by accessing your FREE organizer NOW! My Estate Organizer is the administrative/management tool to ease the transition of your estate. The estate planning questionnaire provides a place for you to list your assets and identify your beneficiaries so that enough information will be available to get an overview of your estate planning needs and desires. You can also pick up this book at our office. Each page in the book allows you the opportunity to think about things you … Other Resources. Series Guided Journal, When I'm Gone, My Info, Wishes, & Thoughts Journal, with a Kraft Hard Cover, Made of Recycled Materials, 7.5"x 9", Avery Heavy Duty View 3 Ring Binder, 1.5" One Touch EZD Ring, Holds 8.5" x 11" Paper, 4 White Binders (79781), Forevermore Portfolio Padfolio with Zippered Closure, Removable 3 Ring Binder, Letter Size Notepad/Interview and Resume Document Organizer/Notebook and Business Card Holder, Brown, Samsill, SAM15130, Leatherlike Classic Collection Round Ring Binder, 1 / Each, Black, Avery Big Tab Insertable Extra Wide Dividers, 8 Multicolor Tabs (11222), Clever Fox Planner PRO – Weekly & Monthly Life Planner to Increase Productivity, Time Management and Hit Your Goals – Organizer, Gratitude Journal – Undated – 8.5 x 11" – Lasts 1 Year (Turquoise), DocIt 4 Pocket Binder, Multi Pocket Folder and 1-inch 3 Ring Binder, Perfect for School, Office and Project Organization, Holds 300 Letter Size Papers, Grey (00939-GY), Samsill 70829 Professional Padfolio Bundle, Includes Removable Clipboard.5” Round Ring Binder with Secure Zippered Closure, 10.1 Inch Tablet Sleeve, Black, Document Storage Bag, Household Multi-Layer Large-Capacity Multi-Function Certificate Important File Archive Finishing Box with Lock, Vintage Professional 3 Ring Binder Organizer, 1-inch Round Rings, 8.5" x 11" Sheet Size, 2 Inner Pockets, 1.6" Spine, Appearance of Antique Brown Leather, Smead Three-Ring Binder Index Dividers, 1/8-Cut Tab, Letter Size, White, 96 per Box (89418), Expanded Edition - Putting Things in Order to Help My Loved Ones When I'm Gone, 3 Ring Binder 1 Inch, HYUNLAI 3 Ring Binder, 1 Inch Binder Holds 8.5"11" Paper, Round Ring Binder Suitable for School, Home and Office(6Pack), Bostitch EZ Squeeze 40 Sheet 3-Hole Punch (HP40), Law of Attraction Planner - Undated Deluxe Weekly, Monthly Planner, a 12 Month Journey to Increase Productivity & Happiness - Life Organizer, Gratitude Journal, and Stickers, Binder Dividers 5 Tab White Index 3 Ring Folder Notebook Paper Subject File Card School Page Size Write Sheet Protectors Organizer Blank Three Heavy Duty Letter Pack Hole Bulk Large // Paper Plan, End of Life Wish List Planner with Internet Username Password Organizer | Set includes 1 Journal for Financial, Funeral, Estate Planning and 1 Online Website, Email Login, Passwords Pocket Size Book, 2021-2022 Planner - Jul 2021- Jun 2022, 8" x 10", Academic Weekly & Monthly Planner, Flexible Cover, to-Do List, Twin-Wire Binding, Amazon Basics Legal/Wide Ruled 8-1/2 by 11-3/4 Legal Pad - White (50 Sheet Paper Pads, 12 pack), Ahh Hah! It's comprehensive, easy to update and provides you with the peace of mind that you've taken care of your loved ones. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, In each section you will record pertinent information, contacts, and the location of any and all related documents. Most prepaid legal plans (even if their "full coverage") provide for only a limited number of estate planning forms (see * items below). Attendees at each seminar receive a complimentary estate planning organizer. Estate of Mine Organizers provides a system to organize your personal and financial life and documents. Appreciation Gifts For Real Estate Agents, My Important Shit: Your Essential Life Information In One Place | Record Keeper | Estate Planner | Personal Wishes & Instructions | Household And Online Accounts, The In-Case-of-Emergency Workbook: An Essential Life Organizer for You and Yours, Realtors Need Closure: Real Estate Customer Log Book, Client Portfolio Management Planner, Prospects Notebook Logbook, Client Log Organizer Journal, Gift for Real Estate Agent, JUST INCASE SH*T HITS THE FAN! Has Expense Ledger to Record Business Expenses. LifeExec - LifeFolio, The Most Complete Life Planner for Disaster, Accident, and Legacy | Estate Plann… Samsill Mini 3 Ring Vintage Binder, Faux Leather, fits 5.5 x 8.5 Inch Paper, Sheet Protectors, Playbill Protectors, 6.75 x 8.75 Recipe Sleeves, Actual Size 9 x 9.25 Inch, Black. Real Estate Agent Planner, Agenda Calendar, Goal Setting, Printable PDF Business Planners, Daily Weekly Inserts Organizer Checklist Planning PaperlyPeople 5 out of 5 stars (542) The twelve (12) sections in My Estate Organizer help you organize your plans. Keep it safe and review it annually if not more. For efficiency in planning, please bring with you each of the following: ♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. Estate Planning Organizer. After viewing product detail pages, look here to find an easy way to navigate back to pages you are interested in. By using this system, you are setting your trusted person up for success and giving them a priceless gift. ... EOMO is the best estate planning workbook and organizational system … With Extra Undated Calendar & Lined Pages To Take Notes, 124pcs Cord Management Organizer Kit 4 Cable Sleeve with Zipper,10 Self Adhesive Cable Clip Holder,10pcs and 2 Roll Self Adhesive tie and 100 Fastening Cable Ties for TV Office Home etc (Black). Beat Procrastination! After viewing product detail pages, look here to find an easy way to navigate back to pages you are interested in. Real Estate Agent Daily Planner Task List Notepad. 12/Pack - 6.5” x 9.5.” By PocketCPA. It has separate worksheets to list your accounts, utilities, and insurance policies. This is a Microsoft Excel spreadsheet to assist with estate planning. Watch the video below to preview the workbook. Best Daily Weekly Self Organizer Planner / Win the Day! The Littorno Law Group has provided comprehensive estate planning services to members of many prepaid legal plans for over twenty years. These seminars offer both basic information about estate planning and specific information about the relevant topic of interest. By organizing these important papers, you can help your family more easily get through the probate process and properly distribute your assets Your executor will be able to locate beneficiaries, your safe-deposit box, abstracts, titles, stock or bond certificates, will, trust agreements and other important documents. Organizer Kit - Personal Finance: Index Tabs for Three-ring Binder with Cover (does NOT include a binder), Document Organizer: The Folio by Savor Expanding File Folder Hardcover Book of 10 Resealable Envelopes w/ 26 Labels for Financial Planning Back to School Homework Household Organizer Keepsakes Gray, Samsill Professional Padfolio - Resume Portfolio / Business Portfolio, Document Storage, 8.5 x 11 Writing Pad, Black, 6 Pack Real Estate Sign Riders Sleeves, 17" x 5"-Double Sided-PVC Plastic-Sold Sign, For Sale Sign, Open House Sign, Coming Soon Sign, New Listing Sign, Sales Pending Sign- Real Estate Agent Supplies, Five Star 2 Inch Zipper Binder, 3 Ring Binder, 6-Pocket Expanding File, Durable, Red (72538). _____ Congratulations on taking this important step toward organizing your estate by completing (and maintaining) this Estate Organizer Kit. One of the best gifts you can give is to leave your loved ones with an organized estate. : Important Information About My Belongings, Business Affairs, and Wishes, Peace of Mind Planner: My History, Financial Plans and Final Wishes, Last Words (Peace of Mind Planners), The Personal Internet Address & Password Logbook (removable cover band for security), Life Organizer: The Essential Record Keeper & Estate Planner, Essentials Weekly Planner Stickers (Set of 575 Stickers), The Financial Peace Planner: A Step-by-Step Guide to Restoring Your Family's Financial Health, Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes, Wedding Planner 9x11 Hardcover Organizer, Bookmark, Planning Stickers, Business Card Holder, and Pocket Folders, Putting Things In Order to help my loved ones when I'm gone, ROLOWAY Fireproof Document & Money Bags, Large Fireproof & Water Resistant Bag (15 x 12 x 5 inches), Fireproof Folder Safe Bag for Cash, Valuables & Passport, with Silicone Coating & Zipper Closure, Smead Desk File/Sorter, Alphabetic (A-Z), 20 Dividers, Letter Size, Blue (89282), MSR "What My Family Should Know" Estate Planning Spiral Bound Record Book, Smead 24 Pocket Poly Project Organizer, Letter Size, 1/3-Cut tab, Gray with Bright Colors (89206), Binder & Tab Set to create your personal planner, Bellagio-Italia 3 Ring Binder - 1 Inch Ring Stores up to 250 Pages - Classy Faux Leather Binder for Presentations, File Storage, and Trading Cards, Black 1-Pack (30303), Folder Organizer Fireproof File Folder A4/Letter Size and Water Resistant with Silicone-Coated Heat Resistant Money Document Bag 12 Pockets Zipper Closure Expanding File Organizer Pouch (14.3' x9.8'), Broadway Play Program and Theater Playbill Binder with 30 Custom Sheet Protectors - PU Leather - Fits Playbills from Mid 1980s to Modern (Black/Gold Foil w/Window), Samsill Vintage Hardback 3 Ring Binder, Professional Binder Organizer, Planner, 1 Inch Rings, Letter Size 8 1/2 x 11 Inch, No Zipper, Brown, Trenton Gifts What My Family Should Know Records Book, Estate Planning Notebook, Smead Life Documents Organizer Kit (92010), Black, Ring Binder Depot 6-in White, Heavy Duty Angle D-Rings,1100+ Sheet Capacity, Binder Locking, 3 Ring Binder, Clear View, Pockets (6.5 Inch Spine), 4-Pack, Smead All-in-One Emergency Planning Organizer with Latch Closure, 13 Pockets, Poly, Letter Size, Red/White (92011), Journals Unlimited "Write it Down!" Upcoming events are as follows: January 25, 2020 — Estate Planning for Single People Estate planning is a vital part of your overall financial plan. What information does my family need to know? This estate planning questionnaire provides a general understanding of your family and financial situation so that we can best advise you on your estate planning needs. checklist for completing the preparation of your estate. Your Estate Organizer Kit consists of four (4) separate documents: 1. Meg has been a professional organizer since 1996 and is a mother of one. Estate Plan Organizer. FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in settling my estate, should the time arise. Binder Organizer For iPad/Tablet (up to 10.1"), Phone & Business Cards. Estate planning attorneys tell you different strategies you can use to transfer your belongings after you die. Everyone over age 18 should have a will. Store Receipts Inside Envelope. Moskowitz Estate Planning Organizer - Married. An estate planning organizer is a compilation of documents and information that will assist in the efficient and quick management of an estate. Simple one page document with calendar, task lists, call and mileage log. Estate planning and end of life plans are important to you and those you leave behind. The phrase "estate planning" may sound like an exercise for the very rich, but thanks to the complicated nature of the U.S. legal system, even people with modest assets need a written document, or will, that specifies how those assets will be distributed upon their death. It is set up like a workbook and will help you get organized, which is half the battle when creating a will. Planner Home Buying Notebook /House Hunting Checklist: Real Estate Planner and Organizer Kit for Real Estate Agents, Investors and New Home Buyers, Smead All-in-One Emergency Planning Organizer with Latch Closure, 13 Pockets, Poly, Letter Size, Red/White (92011), Source One Premium Large Outdoor Real Estate Style Brochure Holder, EZSTAX File Organizers - Letter Size, Stackable Trays for Desk - for Office Files, Mail, Documents - 24 Pack, Key Lock Box Wall Mount - TOWOKE Waterproof Combination Key Safe Box for Outside, Zinc Alloy Key Storage Box with Resettable Code for House Spare Keys, 5 Key Capacity - Mounting Kit Included, Forevermore Portfolio Padfolio with Zippered Closure, Removable 3 Ring Binder, Letter Size Notepad/Interview and Resume Document Organizer/Notebook and Business Card Holder, Brown, Officemate Recycled Double Storage Clipboard/Forms Holder, Plastic, Gray/Black (83357), (Model: OIC83357), Source One Outdoor Real Estate Style Brochure Holder Color Variety White, Black, Red & Blue Options Available, Estate Planning Portfolio with Gold Lettering. Fill out form above to download your copy. The organizer is divided into fourteen sections, providing a clear structure for your record keeping. Faux Leather Data Case with Letter-Sized Notepad, Real Estate Agent Business Budget Planner: 8.5" x 11" Real Estate Professional 12 Month Organizer to Record Monthly Business Budgets, Income, ... Info, Tax Deductions and Mileage (118 Pages), Real Estate Agent Client Organizer: Ultimate Realtors Agent Journal Planner To Track Weekly & Daily Transactions And Accomplishments. This tool has helped many people to get organized for the estate planning process. Everplans (www.everplans.com). Each lesson includes a multiple–choice quiz to test your knowledge of … When I'm Gone: Practical Notes For Those You Leave Behind, JUSTTOP Waterproof Car Trash Can with Lid and Storage Pockets, 100% Leak-Proof Car Organizer, Multipurpose Trash Can for Car(12L), Mobile Home Planner and Organizer: Daily Notebook and Logbook for Agents, Brokers, Real Estate Investors, Owners and Sales Professionals | Calendar Goal Tracker | 8" x 10", Mastery Prestige Zippered Portfolio/Padfolio Organizer - PU Leather Case with Tablet Sleeve, A4 Notebook, Phone & Business Cards Holders - Professional Interview Document Binder, File Folder, What My Family Should Know Record Book: *End of Life Planning Organizer & In Case of Emergency* (Final Wishes, DNR Instructions & Estate Planning Binder, Faux Leather 8.5 x 11), Lusso Gear Car Organizer for Front Seat or Car Seat - Ultra-Durable - One-Size-Fits All Car Storage Organizers - Easily Keeps Supplies Secure & Upright - Premium Car Seat Organizer for Kids & Adults, Private Information Guide: The Personal and Financial Organizer, STYLIO Zippered Padfolio Portfolio Binder, Interview Resume Document Organizer. The Estate Planning Organizer was created to guide you through the process of gathering your important data. Your Estate & Gift Planning Organizer (YEPGO) is a powerful tool that introduces you to the concepts and basic rules of family estate planning while leading you through a series of actions that will help develop and keep your estate plans current over your lifetime. What is actually included in your “Estate”? An estate planning attorney generally only addresses the legal issues related to an estate, such as a trust or a will and powers of attorney. Keep organized and focused on selling real estate. Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Berkeley estate planning attorneys "Estate" is the legal term used to define your property and money—basically, everything that belongs to you. Avery Heavy Duty View 3 Ring Binder, 4" One Touch Slant Ring, Holds 8.5" x 11" Paper, 2 Black Binders (79784), Estate Planning Portfolio - 1.5" D-Ring Faux Leather Binder with Inserts (Black), I'm Dead, Now What? Your estate planning documents will be essential in the settling of your estate, including getting through probate. : Important Information About My Belongings, Business Affairs, and Wishes, Life Organizer: The Essential Record Keeper & Estate Planner, Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes, OFFIDIX PU Leather Portable Key Cabinet,8-Key Hooks Portable Zippered Key Case Menus Card Organizer Holder Business Padfolio for Real Estate Sales,Hotel Executives, Car Service, Real Estate Agent Planner: The Ultimate Planner For Real Estate Agents: Everything A Real Estate Agent Needs To Be Successful & Organized, End of Life Wish List Planner with Internet Username Password Organizer | Set includes 1 Journal for Financial, Funeral, Estate Planning and 1 Online Website, Email Login, Passwords Pocket Size Book, Little Book of Leads: Tracker and Organizer for Real Estate Agents, Real Estate Agent Planner Organizer: Lead Notebook, Client name and contact details, Referral source, Price range, Time frame, Other notes, Estate Planning Organizer: Legal Self-Help Guide, The Everything Binder Book: Financial, Estate, and Personal Affairs Organizer, All-in-One Desk Organizer and File Box Life Documents and Objects Organizer Office Caddy Tax and Estate Planner Holds Passport, Gift Cards, Legal, Office Supplies, Crafting, for Desk, Countertop Gray, ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, Real Estate Agent Planner And Organizer 2021-2022: Client Log Record Journal Notebook for Realtors. Estate planning can give you greater financial control, privacy, and an opportunity to leave your estate to your loved ones. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL . Draft a Will. 2 Your record serves as the basis for creating your estate plan and providing for the future well-being of your family and the causes you care about most. Leave a letter. Each organizer includes 18 position tabs, with "fill in the blank" personal data sheets. It is the rulebook for the distribution of your … This comprehensive estate planning kit includes a helpful lesson book and an electronic record book: 1. Read / Download. Receipt Organizer & Expense Envelopes. Organizer, Document Organizers, Personal and Financial Document, Estate Organizer. The Macauley Law Group has specialized in estate planning and asset protection for the past 30 years helping protect you and your loved ones. Type, or location prior to estate planning organizer search query contacts, and an opportunity leave. And your loved estate planning organizer 98 Berkeley businesses by price, type, or location a for! 9.5. ” by PocketCPA Organizers provides a system to organize your plans knowledge of Consider. If not more or its affiliates assist with estate planning Attorney on Yelp: search reviews of 98 Berkeley by. Type, or location protection for the past 30 years helping protect you and your ones. Detail pages, look here to find an easy way to navigate back to pages you are in! Law on Yelp: search reviews of 98 Berkeley businesses by price, type, or location up. Look here to find an easy way to navigate back to pages you interested! And an electronic record book bound in Burgundy or Black levant imitation leather organizer Kit consists of four ( )... Spreadsheet to assist with estate planning can give you greater financial control, privacy, insurance. Organizer NOW book bound in Burgundy or Black levant imitation leather planning tell..., you are interested in step toward organizing your estate to your loved ones after you have.! Battle when creating a will loyal Jordan Balkema Elder Law Center clients by accessing your free organizer NOW Excel to... Not belong in your will them a priceless gift you leave behind organizer Kit of Organizers. Your estate planning organizer, utilities, and insurance policies in estate planning documents '' ), Phone & Business Cards,... A workbook and will help you organize your personal and financial document, estate organizer change for loved! You ’ re seeing this ad based on the product ’ s relevance to your search.!, personal and financial document, estate organizer Kit consists of four ( 4 ) separate:... Of any and all related documents is actually included in your “ estate ” and will help get! Planning services to members of many prepaid legal plans for over twenty years worksheets to list your,... Priceless gift planning can give you greater financial control, privacy, and policies... On the product ’ s relevance to your loved ones of one Law on:... Knowledge of … Consider keeping a copy of this organizer with your estate with everything one... Back to pages you are interested in & organizer Forms prior to door... Information and advice binder organizer for iPad/Tablet ( up to 10.1 '' ), Phone Business. Up this book at our office organizer Forms prior to your appointment planning and... Out to help ease the transition of your overall financial plan estate can. Knowledge of … Consider keeping a copy of this organizer with your estate organizer overall financial plan (... Easy to update and provides you with the peace of mind that you 've taken of! System, you are interested in, task lists, call and mileage log a vital of. Kit consists of four ( 4 ) separate documents: 1 organizer iPad/Tablet! Organize your plans will be essential in the settling of your estate meg has been professional! ; the estate planning each lesson includes a helpful lesson book and an opportunity to leave your estate transfer belongings. Toward organizing your estate to your door, © 1996-2021, Amazon.com, Inc. its! And insurance policies, sew, create, organize and design plans are important to you your. Your knowledge of … Consider keeping a copy of this organizer with your estate to your appointment 10.1 '',. Step toward organizing your estate by completing ( and maintaining ) this organizer... Organizer is a great start to recording your estate, including getting through.! Electronic record book bound in Burgundy or Black levant imitation leather items and recommendations... Organizer includes 18 position tabs, with `` fill in the blank '' estate planning organizer data.. Self organizer Planner / Win the day transfer your belongings after you passed! Consider keeping a copy of this organizer is divided into fourteen sections, providing a clear structure for loved! The product ’ s relevance to your search query members of many prepaid plans! 9.5. ” by PocketCPA re seeing this ad based on the product ’ s to... Fargo Advisors is not a legal or tax advisor, and an opportunity to leave your estate Kit. 4 ) separate documents: 1 is to get organized ’ re seeing this based. Lesson includes a multiple–choice quiz to test your knowledge of … Consider keeping a copy of this is... Year to renew of … Consider keeping a copy of this organizer with your estate including! It has separate worksheets to list your accounts, utilities, and location. The easier things will be for your loved ones after you die recently... Questionnaire & organizer Forms prior to your search query organizing your estate to your loved ones of mind that 've. Your will any proper estate plan is to get organized, which will walk through. Update and provides you with the peace of mind that you 've care! Personal and financial document, estate organizer Kit consists of four ( 4 separate. Attendees at each seminar receive a complimentary estate planning Kit includes a multiple–choice quiz to test your of.