Household Matters
Know what to do and who does what
Know how to access information
Have phone numbers of who to call or to assist
Helps when one knows more than other when gone or travels
(Just in Case) Family Forms
With Optional Ongoing Support
For you, your spouse, parents of children, loved ones and aging parents.
• Prepare for the Future
• Document the Past
• Organize & Live in the Present
Purchase Now
Everyday Planner
Pages from the Family Planner that focus on organizing daily events, including a trip & travel planner. #EVERYDAY $12.95
Organizer and Legacy Planner
This planner is ideal for noting, organizing and preparing for emergencies. (Everyday Planning forms are not included). #o&L $26.95
Family Organizer and Legacy Planner
A comprehensive set that includes all planning tools for noting, organizing, everyday planning and preparing for a multitude of emergencies. #COMP $29.95
Optional Ongoing Support
Stay motivated to fill out your forms and checklists with occasional email reminderS full of advise, videos and encouraging stories. ANNUAL ACCESS #SUPPORT $12.95
End of Life Matters
Plan future housing/caregiving
Use 5 Wishes
Minimize family disagreements or conflict
Have available in case someone is suddenly incapacitated
Wishes - What we think is not necessarily true
Plan the “Going Home Party”
the way you want it/easier on family
Family Matters
Have a trail for offspring
Expand contact info with additional family
Get greeted on your day
Know what others like
Keeps multiple schedules together
Don’t forget important events/dates
Save $ – travel
Don’t forget small things/important items
Outline both perspectives/kids/time away
Who is who?
Know what foods your kids should avoid
Ask now – After someone dies,
you can no longer ask
Know past medical history in family
Helps when you look at pictures
No more debates over dates
Financial Matters
Leaving $ - know where does it go? To who?
Have a Budget
Where to find all the pieces of documents
Recording of what you have
In case of dementia
Know history of? Belonged to?
Who is/was the executor
Important Charities?
When to pay insurance/other bills
Know which banks/bank accounts
Minimize trauma when someone dies
Learn things about someone or an ancestor
Avoid incorrect or unclaimed insurance claims
Maybe something you were promised went to someone else
Rank assets when have to give away –
1) Someone wants 2) If no one else wants 3) Charity
There are personal stories about real people connected to every page.
Dr. Brian Kluth - Author