Personalized Survivors Manual
& Funeral Planning Guide
A Supplement to your will, living will, living trust or estate plan.
Leave
your family a checklist of all the information they need to know following
your death. From financial information like insurance, portfolio, investment
and banking information to legal information like your will, trust and
estate plan. From your funeral plan, including information needed for
to write an obituary and plan the funeral service, to your personal history
such as people to contact. The checklist also includes important information
about home and auto maintenance and bill paying.
Things
My Family Should Know
Don't
leave your family in the dark, digging to find important documents and
information. The Survivors Planning Guide gathers everything they need
to know in one notebook.
This
guide provides a solution to ease the frustrations of dealing with the
death of a loved one. The Survivors Planning
Guide is a detailed questionnaire that covers everything your family
needs to know immediately after your death. It includes a funeral planning
guide, important contact information and many other areas a spouse or
family needs.
In most
households, one spouse may handle all the financial matters from bill
paying to portfolio management. One spouse is usually the one that takes
care of repairs and maintenance. Imagine the frustration trying to locate
insurance policies, car titles and other important documents. Where do
you find the paperwork to file income taxes? Where is the will? Where
do I turn off the water if the hot water tank bursts? The list goes on
and on.
This
guide was inspired by my late father-in-law. Being an engineer by profession,
he always made lists and kept meticulus records. During his last years,
he compiled a detailed manual with everything his family needed to be
aware of following his death. Neatly indexed, he left detailed instructions
that proved comforting in a very stressful time.
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