Estate Planning Binder

What's inside

• Start Herehow to use the binder, a Read This First page for whoever opens it (where the will is, your executor, attorney, spare keys, the first three calls) and a Where to Find Everything document locator
• About Mepersonal information (incl. the details the funeral home asks for on the death certificate), identity documents and where they're kept, family & life history
• Contactswho to call first, professional contacts (executor, attorney, accountant, financial advisor, insurance agent, doctor, employer, faith leader, funeral home) and 2 People to Notify pages
• Legallegal documents locator (will, trust, powers of attorney, advance directive, guardian designation), who I've named, beneficiary designations, notes for my executor
• Financesmoney at a glance, bank accounts, investments & retirement, income sources, debts & loans, bills & autopay, safe deposit box & safes, taxes & business
• Insurancelife insurance (3 policies), other insurance (health, home, auto, long-term care, disability) and benefits your family may claim
• Propertyhome & real estate, vehicles & storage, 2 valuables & heirlooms pages, keys, home & services
• Digital Lifea digital access plan, devices, online accounts & social media wishes, subscriptions & memberships
• Family & Petschildren & dependents, notes for their guardian, pet care plan
• Medicalmedical summary and healthcare wishes (organ donation, where you'd like to be cared for)
• Final Wishesfuneral & burial wishes, service details (music, readings, speakers), obituary notes
• Letters4 lined Letters to Loved Ones pages and Memories & Life Lessons
• Next Steps for your familythe first days, the first week & month, the months ahead, death certificate tracker, notification tracker, funeral planning worksheet, estate expenses log, sympathy & thank-you tracker
• Annual review log and lined & dot grid notes
• START-HERE guide with setup steps, privacy, printing and tablet tips