Fillable PDF - I Planned For This

ORDER E-WORKBOOK HERE

Whether or not you have an estate plan, this book is essential for preparing your life's legacy. Designed by a seasoned estate planning attorney, it helps ensure your loved ones have the crucial information they need for your care and to manage everything that is important to you.

Clear the confusion by getting organized with "The I Planned For This Workbook," a 100-page guide filled with prompts to inventory the essentials of your life. Perfect for personal use or gifting to family members and aging relatives.

Sections include:

• About Me
• About my Family of Origin
• About my Partner
• About the Kids (5 kids)
• My Medical Information
• Key Contacts
• Pets
• Financial Accounts
• Digital Assets
• Password Log
• Insurance Providers
• Real & Personal Property
• Home Service Providers
• Messages to Loved Ones
• Misc.
• Note Pages

Key Features:

• Comprehensive sections for holistic organization and planning
• A complementary tool to your existing estate plan, easing transitions and probate processes
• Guides on caring for children, distributing assets, and securing digital footprints
• Fillable text fields including drop-down, single-line text fields, and multi-line text fields.

Give yourself and your loved ones the gift of preparation and peace of mind.

Note: This e-workbook complements but does not replace a legally enforceable estate plan.