Personalized Survivors Manual
Our
Personalized Survivors Manual will provide a blueprint for loved ones
to follow after the death of your spouse or loved one. These are things
your family should know following your death.
DOES THIS MANUAL TAKE THE PLACE OF A WILL, LIVING WILL OR
LIVING TRUST?
No, this is not designed
to take the place of your will or living trust. We recommend you utilize
a lawyer that specializes in wills, trusts and estate planning to review
your estate to avoid probate problems. We also recommend you talk to an
estate planner to minimize the tax burden on your estate.
HOW DOES IT WORK?
Choose the option
that fits your budget. You will receive a questionnaire, either by mail
or email. Complete the questionnaire. Place the completed questionnaire
in a 3 ring binder and keep in a place where family members can readily
find it.
WHAT DO I GET?
Your receive a comprehensive
Survivors Guide Questionnaire covering personal information, a complete
funeral planning guide, financial information and more. If you choose
to have the questionnaire mailed to you, it will come in a binder, with
your name on the cover, and will include pocket folders to store important
documents and a business card holder for contacts. The printed version
also contains Federal Trade Commission information about funerals, as
well as a sample Living Will.
WHAT
INFORMATION DOES THE SURVIVORS GUIDE QUESTIONNAIRE CONTAIN?
This manual is not designed to take the place of your will or
living trust. The questionnaire is designed to be a thorough
as possible. It covers such things as:
-
Personal information
- Funeral
Planning information
- Legal
information (wills and estate information)
- Financial
information (portfolios, banking, etc.)
- Insurance
information
- Important
contacts
-
Miscellaneous information, such as home and auto repairs, etc.
- Property promised
- Home Information
WHAT
DOES IT COST?
The cost depends on how you want to enter the information and whether
you want to download the completed manual or have it printed and mailed
to you. Click here to see order options.
Don't
leave your family and loved ones in the dark after your death. Life has
to go on after the a spouse, partner or parent passes away. Dealing with
the myriad of decision processes immediately following is a confusing
ordeal to say the least. And we seldom have the time or foresight to talk
about all the decisions that have to be made. From the major issues such
as the will and estate, down to the everyday matters such as paying bills
and doing maintenance on the car. So the survivors have to stumble along
learning as they go. |