Will & Estate Planning Inventory Kit

Will and Estate Planning Inventory Kit Main Grpahic 1 Will and Estate Planning Inventory Kit Main Grpahic 2
 
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Did you know that most people are better prepared to change their bike's flat tire than to settle a loved one's estate?

 

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A prominent physician died suddenly leaving a sizeable estate. Unfortunately, his Will failed to identify and disclose the location of a number of bank accounts and safe deposit boxes throughout the city. It took weeks before the family, executor and lawyer – working together – could find everything including the keys to the doctor’s personal desk and lock boxes. Even then, 10 years after the estate was settled, a sizeable insurance policy, previously unknown to anyone, came to his widow’s attention where it had been hidden in a prepaid safe deposit box in an undisclosed bank. This would not have happened had the good doctor completed a document, similar to the Will and Estate Inventory, and given it to a trusted person.

Don't let this happen to you. Purchase your kit now!


14 Reasons You Need the Will & Estate Planning Inventory Kit


Why should everybody take time from their busy schedule to sit down and fill out this estate planning checklist with personal information that could just easily be told to a trusted friend, family member, or attorney? For many reasons – among them being:

a) What if the person whom you've chosen to have your confidential information moves away, ceases to be in your life, dies or becomes incapacitated themselves?

b) During times of illness and death people can become disoriented, confused, forgetful – people can suffer a complete emotional collapse – do you want to leave your estate planning in such precarious hands?

c) The Will and Estate Planning Inventory Kit makes it possible for your spouse and/or family to know immediately the extent to which their lives may be affected by one’s incapacitation or demise.

d) This document makes it easy for an executor or other designated individual to find and access all the information necessary to settle an estate.

e) The Will and Estate Planning Inventory Kit discloses and consolidates the location of all personal documents required by government to settle an estate.

f) It consolidates the names, titles, addresses, telephone numbers of all individuals with whom business is done.

g) It consolidates all aspects of personal affairs and dates.

h) This estate planning tool provides the location of pertinent documents and property.

i) It decreases the time (and cost) of lawyers, attorneys or solicitors searching for all pertinent personal documents.

j) It details consolidated personal financial information thus decreasing the time and expense of any accountant involved in settling the estate;

k) The Will and Estate Planning Inventory Kit ensures assets are not forgotten or overlooked.

l) It warns about debts owed and/or owing.

m) It assures individual medical history is readily available.

n) It saves time in preparing and filing pertinent taxes.

In short, the Will and Estate Inventory Planning Kit eliminates the guesswork.

With this document, your loved ones will know exactly where everything is!

74 categories
637 questions with 341 sub-choices
24 pages, covering everything from birth to death



This simple, comprehensive, inexpensive document does not take the place of the more formal Last Will and Testament that (hopefully) has already been executed. But in today’s complicated business and legal world it becomes an essential document. Taken seriously, it makes it possible for the purchaser to ‘pull and put together’ in one place all the loose personal data and information that makes up his/her life.

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