INTRODUCING

MY ESTATE PLANNER

Essential Information for My Family

WHAT GOOD IS A WILL, TRUST OR INSURANCE POLICY, IF NO ONE CAN FIND IT?

“DON’T LEAVE THIS PLANET WITHOUT A PLAN”

A new easy-to-use, fill-in-the-blank record book of your documents, accounts, information, assets & obligations. A true peace-of-mind workbook solution!

#1 on 3 AMAZON BEST SELLER LISTS

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Don’t leave this planet without a plan!

In the blink of an eye EVERYTHING can change! Get organized now! Introducing a new affordable solution to a WHEN not IF, inevitable reality.

INTRODUCING a comprehensive record book of my information, documents, assets, accounts and obligations.

“A time & stress saver for those left behind or a perfect day-to-day reminder of things you can’t remember”

PROPER PREPARATION PROVIDES FOR A PEACEFUL PROCESS

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“Ask Yourself… What Good Is a Will, Cash or Bank Accounts

If No One Can Find It”

ABOUT THE AUTHOR * WHY THE PLANNER?

“The planner was born out of the real-life loss of my mother and discovering just how in the dark I was regarding her personal documents, information, assets and obligations. After many, many months of the stress, anxiety and frustration of searching here, there and everywhere, gathering pieces of her well lived life, the thought came to me, I probably not alone in this frustrating experience. I decided I would solve a huge and frustrating problem for millions of families, including my own children! As a creator and problem solver by trade, I designed and published MY ESTATE PLANNER to fill a real-life need, serving individuals, families and communities like YOU, YOURS and MINE!”

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Did she own stocks?

Where did he bank? 

Did they own or lease the car?

Where did they keep the deed to the house?

Get Organized Now!

THE MOST CURRENT, UP-TO-DATE PLANNER ON THE MARKET TODAY!

Beautiful Glossy Paperback $11.99

Classy Deluxe Hardcover $14.99

New Digital PDF Download ePlanner $9.99

Categories include the MOST POPULAR like: Wills, Email, Trusts, Passwords, Insurance Policies, Bank Accounts, Stocks, Vehicles and Pet information. And NEW categories such as: Social Media (Facebook, IG, Tik Tok), Crypto-currency (Bitcoin, Ethereum, etc.) and NFTs (Non-Fungible Tokens).

Explore the Table Of COntents

How many email and social media accounts need to be closed?

Who knows her computer usernames & passwords?

Who was his attorney?

Who knows what to feed the pets?

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 YOU’VE GOT OPTIONS!

Download the New Fully-Digital PDF
MY ESTATE ePLANNER

Prefer digital over print? Want to save on shipping and delivery? We now offer a user friendly, fill-in-the-blank, PDF format for download, for your ease and convenience. Simply type your information right into your new ePlanner. Its the same book, just in digital form. Learn more or download it and get started today!

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Explore The Table Of Contents

WILLS & TRUSTS

DOCUMENT LOCATION GUIDE

ANNUITIES

BANK ACCOUNTS

BROKERAGE/RETIREMENT
ACCOUNTS

BUSINESS / EMPLOYMENT

FIREARMS / FISHING / HUNTING

INTERNET / SOCIAL MEDIA

EMAIL

STREAMING

MONEY MARKET FUNDS

MUTUAL FUNDS

NFT'S (Non-Fungible Tokens)

PETS

CERTIFICATES OF DEPOSIT

CREDIT/CHARGE/DEBIT CARDS

ELECTRONIC PAYMENT ACCOUNTS

CRYPTO-CURRENCY

INSURANCE

HEIRLOOMS & VALUABLES

REAL ESTATE

PROFESSIONAL ADVISORS

SAFE DEPOSIT BOX

SAVINGS BONDS

TREASURY BILLS / NOTES / BONDS

VEHICLES

PERSONAL NOTES & REFLECTIONS

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YOU DON'T HAVE TO SHARE YOUR MOST PERSONAL INFORMATION!

YOU ONLY NEED TO SHARE THE LOCATION OF THE INFORMATION WITH YOUR MOST TRUSTED FAMILY MEMBER, FRIEND OR LEGAL REPRESENTATIVE - YOUR PERSON!

 
 
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DO YOU LOVE “FAMILY FEUD” BUT HATE YOUR FAMILY FEUDING?

You need this planner if at least 3 of these apply to you?

 
 

50 Plus, Have Aging Parents, Have a Will or Trust, Married or Single, Have Children, Own a Pet, Military Veteran, Own, Lease or Rent Property, Own or Lease Vehicles, Have Insurance (Life, Health or Auto), Own stocks, Have a Bank Account, Employed, Retired or Own a Business, Have a 401K, SEP or Roth IRA, Have Email or Social Media, Pay Taxes, Won't Live Forever…

 
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