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Descrição do livro
My Estate Sorted – The Ultimate Estate Planning Organizer - An End of Life Planner for Final Wishes, Probate, Assets and Peace of Mind
Your Essential Life Information. One Central, Organized Record.
My Estate Sorted is a comprehensive Estate Planning Organizer that helps you create a central, organized record of the important personal, financial, legal and digital information your loved ones or executor may one day need. From finances, assets and insurance to important documents, digital information, key contacts and final wishes, it helps create a clearer record of what exists, where information can be found and who may need to be contacted.
Complements Your Will — And Gives Your Executor a Clearer Roadmap
A Will is essential, but it may not tell your executor about every account or asset you have, where important documents are located, which insurance policies or retirement funds exist, what digital information needs attention or who should be contacted. Probate and estate administration can involve identifying assets and liabilities, locating documents, tracking down accounts and piecing together information scattered across paperwork, devices and online accounts.
My Estate Sorted doesn't replace your Will or provide a guide to the probate process. Instead, it complements your Will and estate planning by giving your executor a clearer information roadmap to your affairs.
Less searching. Less guesswork. Less uncertainty - Because Your Loved Ones Can't Claim What They Don't Know Exists.
Some assets are obvious. Others can be surprisingly easy to overlook — yet may hold significant financial value.
Beyond bank accounts and investments, there may be insurance policies, pensions and retirement funds, storage facilities, lottery or betting accounts, high-value loyalty and reward programs, digital assets and more. These assets and accounts may not be obvious to family members. If your loved ones don't know they exist — or where information about them can be found — they can potentially be overlooked. My Estate Sorted helps you leave a clearer record of what you have, where information about it can be found... Everything You'd Expect... And More.
Clearly organized sections help you record information about:
More Than Estate Planning & an End of Life Planner
My Estate Sorted can also be invaluable if an unexpected accident, serious illness or incapacity means someone you trust needs to step in and help manage your affairs. Having your Essential Life Information organized can help them understand what needs attention, where information can be found and who may need to be contacted — even when you're unable to tell them yourself. Leave Your Loved Ones With Clarity, Not Chaos.
Help your loved ones and executor know what exists, where to look, who to contact and what you wanted — rather than leaving them to piece everything together in an already difficult time.
Because One Day... the people you love may have questions that only you can answer. My Estate Sorted helps provide them with those answers.
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