(Just in Case) Family Forms
Family Organizer and Legacy Planner
Soft cover letter size book with 3 hole punch
Our best seller includes a comprehensive set of over 50 Forms and Resource Pages from the Organizer and Legacy Planner and Family Organizer and Everyday Planner. Sample page layouts below give you an idea of how clean and easy the planner pages are to work with:
Organizer and Legacy Planner
Soft cover letter size book with 3 hole punch.
Filled with Forms and Resource Pages that focus on telling your life story, organizing your thoughts and materials, communicating important answers to questions your loved ones may have in the event of an emergency, preparing for end-of-life matters. Outline of forms in the Organizer and Legacy Planner include:
HOUSEHOLD MATTERS FORMS
• Seasonal Household To-Do Checklist
• Location of Important Household Items
• Location of Keys or Combination Lock Numbers
• Computer Security and Passwords
QUICK REFERENCE PHONE LIST
VEHICLE MAINTENANCE CHECKLIST
HOUSEHOLD SERVICE PROFESSIONALS LIST
FAMILY MATTERS FORMS
• Man’s Family Tree
• Woman’s Family Tree
• Couple’s Family Tree
• Special Dates by Month
LEAVING A LEGACY and LEGACY QUESTIONS
• Childhood
• Lifelong
• Family
• Spiritual
FAMILY MEDICAL INFORMATION
FAMILY MATTERS SERVICE PROFESSIONALS LIST
FINANCIAL MATTERS
GOAL SETTING FORMS
• Financial Planning
• Retirement Planning
• Estate Planning
FINANCIAL MATTERS
CURRENT MATTERS
• Income Sources• Lifestyle Expenses
• Liabilities & Debts
• Charitable Giving
• Documents Checklist
• List of Accounts
ITEMS OF VALUE
• Assets & Possessions
• Descriptions of Family Heirlooms,
• Treasures and Possessions
• Distribution of Special Personal Possessions
ESTATE MATTERS
• Plan Your Estate to…
• Estate Planning Tools for Effective
• Charitable Giving
• Top 10 Estate Planning Mistakes
FINANCIAL & ESTATE ADVISORS LIST
END-OF-LIFE PLANNING MATTERS
• Helpful Ideas for a Family Meeting
• Medical & End-of-Life Decisions
• Guardian Choices for Children
• Guardian Choices for Pets
• Personal Information & Funeral Plans (Man)
• Personal Information & Funeral Plans (Woman)
• People and Groups to Notify About My Passing Away
• 40+ Things To-Do After a Loved One Dies
• Equitable Distribution of Family Possessions
END-OF-LIFE PLANNING ADVISORS LIST
Everyday Planner
Soft cover letter size book with 3 hole punch
Includes Forms geared toward helping you organize the ins-and-outs of everyday life. Forms in the Family Organizer and Everyday Planner include:
EVENTS OR COMMITMENTS FORMS
• Family
• Children
• Personal
• Friends
• Vacations/Trips
• Financial
GIFT GIVING PLANNER
FAMILY CALENDAR AND SCHEDULER
TRIP & TRAVEL PLANNER
• Planner
• Packing List
PERSONAL OR MARRIAGE INVENTORY
ERRAND, GROCERY AND TO DO LIST
