Ultimate Estate Organizer: Organize All the Information Your Heirs Need

Death cannot be avoided, but undue stress on loved ones can. Searching for documents and guessing at final wishes places added stress on bereaved family and friends. The Ultimate Estate Organizer Large Type workbook gathers all your vital information in one place. The Ultimate Estate Organizer has 140+ Large Type pages filled with prompts to plan for what happens when you either become incapacitated or pass away.

Even if you do not need a Will, you need the Ultimate Estate Organizer. It provides the information necessary for your loved ones to wrap up your affairs.

About the Author

David Jacquot received his Juris Doctorate degree, cum laude, from Georgetown University Law Center. He has an advanced Tax Law degree from the University of Washington School of Law. He has been responsible for preparing thousands of estate planning documents in his career and has handled numerous probates. He often saw families go through much difficulty locating information after the death of a loved one. It is this experience that prompted him to write the Ultimate Estate Organizer.

Information that can be organized with this Large Type workbook includes:

• Letter to Loved Ones

• Names and Contact Information for Your Advisors

  • Doctors
  • Lawyers
  • Religious
  • Accountant
  • Many more

• Final Instructions

  • People to Notify
  • People to Not Notify
  • Executor Steps to Take

• Mortuary Planning

• Personal Data

  • Biographical
  • Medical Information
  • Children
  • Pets
  • Employment

• Financial Data

  • Assets
  • Benefits
  • Banking
  • Money Owed
  • Insurance
  • Business Interests
  • Safe Deposit Box - Secure Locations
  • Email Social Media Accounts
  • Passwords
  • Storage Units

• Estate Documents – Description and Location

  • Safety Deposit box
  • Safety Deposit Box Key
  • Personal Safe Combination
  • Will / Living Trust
  • Memorandum re: Tangible Personal Property
  • Durable General Power of Attorney
  • Durable Health Care Power of Attorney
  • Durable Power of Attorney for Guardianship of Minors
  • Durable Power of Attorney for Medical Care of Minors
  • Living Will
  • Anatomical Gifts
  • Appointment of Guardian for Self
  • Appointment of Guardian for Minors

• Much, Much More …

The Ultimate Estate Organizer should be kept with the rest of your legal documents. Note: This planner is not a legal document and does not replace a valid will, living trust and other legal estate planning documents.

Order your copy today. Your family and loved ones will be relieved of massive, unnecessary stress at your death or incapacitation.