Organize all of your Legal Documents, Personal Wishes & Instructions, Household, and Online Accounts.
5 Quick reasons why I love this planner!
- The planner has 21 worksheets. Fill it with vital details about your contacts, legal matters, health, financial affairs, instructions, and more.
- Perfect for caregivers, seniors, or anyone that feels they need to organize their life or belongings.
- This amazing planner will give you and your loved ones the peace of mind that you have everything handled and are prepared for an ailing senior, health emergency or passing of a loved one.
- The best part is you can print and use as many pages as you need.
- By organizing your records into a three-ring binder, your Estate Planner is all set for an accident or unplanned illness.
SEE THE PLANNER PAGES IN ACTION
Click the side tabs on the flipbook to click through the pages!
Why I created this planner:
After a cancer diagnosis, my mom ended up being my stepdad's caregiver. Seeing her constantly struggle with keeping her everything together was heartbreaking. She was there making him comfortable every step of the way until he passed away.
After he passed away, his important documents she needed to close bank accounts, etc. were spread all over his office, and bedroom in an unorganized mess. It is so hard for someone who is grieving to have to search for documents, insurance policies and passwords. If only he had a written estate plan with all of his effects listed it would have made things so simple for her.
That is where the idea came from to create a selection of planner sheets to bring order to the chaos. I hope it will help you get a handle on things and help organize you or your loved ones effects and maybe ease some of the pressure off the family when the time comes to pass away.
Best, Kim Purvis
The planner has 21 pages of forms with everything you need to organize your finances, keep track passwords, personal effects, contacts, pet information, plus a special section for final wishes and funeral arrangements.
1 PDF set (2) beautiful cover sheet, (1) "book belongs to" page, (1) table of contents and (21) planning pages
Personal Information
Family Contacts
Friend Contacts
Pet Information
Medical Information
Doctor Information
Medication List
Bank Account Info
Credit Card Info
Will Information
Trust Information
Enter your bullet points here..
Property Deeds
Vehicle Information
Investment Accounts
Life Insurance
Recurring Bills
Final Wishes
Funeral Arrangements
Funeral Arrangements
Letter to the Family
Notes
Enter your bullet points here..
IMPORTANT: This planner is not a substitute for legal advice from a licensed attorney and may not be considered a legal document.
Remember that individuals and estate planning needs are unique, so we recommend you contact an attorney to review your will and any other estate planning documents that you prepare to make sure they are applicable to your State law and appropriately reflect your intentions. You will need a signed legal document witnessed by a Notary to make your Will legitimate.
Made in a Day Printables was created to further help my readers to decorate their homes with instant downloadable printable wall art.
There are fun planners to plan out your holidays, meals and lifestyle. Plus awesome digital planners to upload to your iPads and other devices for planning on the go!
- Total payment
- 1xFinal Wishes Estate Planner set$7-+
- Medical Records Planner Set$5
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- Final Wishes Estate Planner set$0
- Medical Records Planner Set$5
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- $7
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Special one-time offer, only $5!
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This is a Digital Product. You must download files to your computer to print them out. No physical item will be sent to you. Because of the digital nature of this guide and planners being instant downloadable printable and viewable items, no returns or refunds can be made.
If you have questions, please read the info above and send me an email before purchasing to Kim(at) madeinaday(dot)com. If you send me an email with questions within your 15 minute window and I will honor the one time offer even if the screen shows it expired.
