Description

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The Will and Trust Companion Guide is the perfect companion document to your will and trust. Even if you don't have a will or trust, this guide will be valuable for organizing your current personal records. In most wills and trusts many important personal records are not included. Instead of having your heirs search for this information, this helpful guide will provide a clear path to the whereabouts of your personal records and final wishes. The Will and Trust Companion Guide is easy to fill in and update. It was designed to be completed within just a few hours. Fillable pages include a checklist, location or records, business interests, cards, charities, contacts (personal and professional), final wishes, financial assets, financial liabilities, insurances, personal information, personal property, safe deposit box information, social security information, real estate, and vehicles. A notes section is also included. This easy to fill in guide will be your heirs' companion when they need it most.

About the Author

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Ken Petersen and Shawn Smith have a passion for helping others with personal organizing and life planning. Similar to the experiences that many others have had, they had family members pass away without a plan and no legacy left behind. They rallied with their loved ones to organize final details and search for needed important information, an arduous task especially during a family crisis. Ken and Shawn made it their life goal to be completely prepared with their own personal records so that their families would not be left to search for their information. They were determined to leave a Legacy of Caring(TM). Wishing to share this with others, they developed the easy to use and concise Will and Trust Companion Guide and My Estate Records Guide which organizes all of your important records in one place. Also in an effort to help people find their passion in life, Ken has mentored hundreds of people in the area of life planning. If you need to find your passions in life, please order My Life Planning Guide and put yourself on the right track to a happy life!