Deluxe Version – Print & Digital with Storage Case (Professional Edition)

Description

The Essential Life Kit is a 95+ page end-of-life planning workbook designed to help arrange information of your life in a convenient, easy to complete workbook. The Professional version has both digital (immediate download) as well as a physical copy of the workbook, along with the storage case and organizing labels.

This option includes an expandable, sturdy, zipped storage case to protect your documents from the elements.

Chapters included in this Essential Life Kit workbook include:

• Important Documents – Keep track of vital paperwork and documents.
• My People – Maintain a record of the cherished individuals who should be informed.
• Critical Contact Info – Ensure that key contacts are readily accessible to handle your affairs.
• Important Professionals – Document the experts who play a vital role in your life.
• Neighbors and Friends – Recognize those in your support network.
• Pet Care – Make certain your beloved pets receive the care they deserve.
• Funeral and Obituary Prompt Helper – Simplifying your end of life choices 
• Do You Own a Business? – Suggestions for business planning succession
• Military Service – Steps to take to ensure you receive the appropriate military honors and benefits
• And…Many other topics to make sure you are prepared

When creating an end-of-life planning kit, it’s essential to include comprehensive information and guidance on various critical aspects. Here is a sample of subjects that will be covered in your workbook:

• Personal Information: Gathering personal details, such as full legal name, date of birth, and Social Security number.
• Medical Information: Documenting health history, medications, and any existing health conditions.
• Legal Documents: Addressing the creation or updating of wills, trusts, power of attorney, and other legal directives.
• Funeral Arrangements: Outlining preferences for funeral services, burial, or cremation, including specific requests and any prepaid arrangements.
• Financial Accounts: Listing bank accounts, investments, retirement funds, insurance policies, and any other financial assets or liabilities.
• Digital Assets: Detailing online accounts, passwords, and instructions for managing or transferring digital assets, including social media and email accounts.
• Property and Assets: Identifying real estate properties, vehicles, valuable possessions, and other assets, along with their intended beneficiaries.
• Final Wishes: Communicating any specific wishes or instructions not covered elsewhere, such as organ donation, memorial preferences, or charitable contributions.
• Contacts: Compiling a list of important contacts, including family members, friends, legal advisors, and healthcare providers.
• Legacy Planning: Documenting personal stories, values, and messages for loved ones, preserving a lasting legacy for future generations.

By addressing these vital subjects within an end-of-life planning kit, individuals can ensure that their final wishes are known and respected, alleviating potential burdens on their loved ones during a challenging time.

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Disclaimer: The information provided in these materials do not, and are not intended to, constitute legal advice. All information provided herein is for general information purposes only. Readers of this information should contact their attorney to obtain advice with respect to any estate planning, tax or other legal matter.