Estate Planning Basics
Printables
Get your affairs in order. These pdf downloadable forms will have all the important information needed in case of an emergency or upon your death. Place in a binder and all information your loved ones need will be at their fingertips.
Only $6.99!
All your essential information at your fingertips! Make it quick and easy for your loved ones to find information when needed. These pdf forms that you download, print, and place in a 3-ring binder, cover the following information:
Your Basic Information
All your essential information on the front page of the book to include important contacts and medical information.
In Case of Emergency
What happens in the case of an emergency? Who do you need called? Those answers and more on this page. Identify your Proxy, Agent, and Executor. And, who will take care of your pets?
Banking
All you bank account information,including online user names and passwords, in one location making it easy for your Agent (power of attorney) if needed.
Retirement & Investment
What retirement accounts do you have? Who is the beneficiary? Who is the contact person for your retirement plan?
Life Insurance
Your loved ones need to know about your life insurance policies and have quick access to that information. This form gives them immediate access to all the information they will need to .
Debts and Liabilities
What debts do you have? How do you pay those debts?
Upon Your Death
Take stress away from your family and list your wishes and decisions for your funeral, obituary, and disposition of your body after death.
Personal Advisors
Attorney, accountant, and other similar people who assist you with important matters in your life.
Important Documents
Where are you keeping all your important documents? No need to form a search party for your documents when you list them all on this form.
Usernames and Passwords
List everything. Make it easy for your family.
Checklist for After You Prepare Your Estate Plan
These forms will make it easy for you and your family. Making it easy on your loved ones is a key element of any estate plan.
ABOUT THE CREATOR
Hi! I'm
TANYA HENDRIX
As an estate planning lawyer in Alabama, I noticed my clients routinely asked me about what to do with their estate planning documents and for tips on how to make handling their affairs as easy as possible for their loved ones.
That's how these downloaded forms were born. My clients needed these forms, this guidance on the practical side of estate planning.
I hope you find these forms helpful, but more importantly, I hope your loved ones who need this information will find the forms helpful.
PRICING
BASIC
$6.99
+tax
Secure peace of mind knowing your family can easily find all necessary information about your estate plan and important information. Buy this basic package of downloadable forms for your estate planning and in case of emergency information.
© Copyrights by Tanya Hendrix Huntsville Estate Planning Lawyer, LLC. All Rights Reserved.