Estate planning checklist free printable

Use this Important Documents Checklist to make sure you have critical files available in the event of an emergency: Contact info, evacuation plans, etc.

Emergency Binder Checklist - Free download as PDF File (.pdf), Text File (.txt) or read online for free. This document provides a checklist of important documents to collect and organize into an emergency binder. It lists various categories of documents including identification, insurance, legal, estate planning, property, tax, investment, medical, and contact information. The checklist recommends keeping copies in the binder and original documents in a safety deposit box for easy access…

Do you know what steps to take when someone you love passes away? If not, you will want my What To Do When a Loved One Dies Checklist to help guide you in your planning.

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

Could you access important information in a matter of minutes, if need be? Use these family emergency binder free printables to help.

What if you died (or got deathly ill) tomorrow? Would your loved ones know where to find important documents? Be prepared. Download my free checklist.

Today we’re talking about some of the MOST important things you can do for your family should you become “unavailable” due to a medical crisis or whatever reason. Guys, listen up — this is SO important! Today’s guest is Abby Schneiderman she is the co-founder and co-CEO of Everplans, is an industry expert in theContinue Reading