The Estate Organizer Guide™
Everything Your Family Would Need to Know: Before They Need to Know It
Who this is for
Anyone who wants to ensure their family would know where to begin if they became seriously ill, incapacitated, or eventually gone
What this helps you do
Organize estate documents, financial accounts, insurance, property, debts, digital life, medical information, funeral preferences, personal wishes, and everything trusted people may someday need.
What's inside
Estate planning documents, financial accounts, insurance, real estate, vehicles, debts, recurring bills, subscriptions, tax info, business interests, digital life, family memories, valuables, safe deposit boxes, military benefits, medical snapshot, personal care preferences, children, pets, home information, funeral preferences, obituary, personal wishes, do-not-forget list, family meeting, emergency grab list, annual review, and the signature 'If Something Happened to Me' dashboard.
You may not know you need this yet
Your family probably doesn't know as much about your life as you think they do. They may know where you bank but not about an old savings account. They may know you have life insurance but not the company.
Questions This Guide Helps You Think Through
This guide helps you think through questions such as: - What would my family need to know if I couldn't tell them? - Where is everything actually located? - What have I been meaning to get around to? - What conversations should I have before they're needed?
When Professional Help May Be Important
Estate organization can involve legal, tax, and financial questions. An attorney can help with wills, trusts, and powers of attorney; a CPA or tax professional can help with basis and filings; a financial professional can help with accounts and beneficiaries; an insurance professional can help with policies. Depending on your situation, consider consulting an appropriately qualified professional.
Crisis Navigations provides educational and organizational guidance and does not replace legal, medical, tax, financial, or other professional advice. Depending on your situation, consider consulting an appropriately qualified professional.
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Important Information
Crisis Navigations and Side by Side™ provide educational and organizational resources, not professional advice. Our guides are designed to help you organize information, identify questions, and prepare for conversations and decisions with appropriately qualified professionals.
They do not provide or replace medical, legal, financial, tax, insurance, mental health, or other professional advice. Individual circumstances vary.
By purchasing or using a guide, you acknowledge that you remain responsible for your decisions and for seeking appropriate professional assistance when needed.
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