The Will and Trust Companion Guide is the perfect companion document to your will and trust. Even if you don't have a will or trust, this guide will be valuable for organizing your current personal records. In most wills and trusts many important personal records are not included. Instead of having your heirs search for this information, we created this helpful guide.
The Will and Trust Companion Guide is easy to fill in and update. We have designed it so it can be completed within just a few hours.
Will and Trust Companion Guide topics include:
Section 1: Checklist
Section 2: Location of Records
Section 3: Business Interests
Section 4: Cards
Section 5: Charities – Legacy of Caring
Section 6: Contacts – Personal
Section 7: Contacts – Professional
Section 8: Final Wishes
Section 9: Financial Assets –Trust Assets
Section 10: Financial Assets – Non-Trust Assets
Section 11: Financial Assets – Notes Receivable
Section 12: Financial Liabilities
Section 13: Financial Liabilities – Notes Payable
Section 14: Insurances
Section 15: Personal Information
Section 16: Personal Property
Section 17: Safe Deposit Box
Section 18: Social Security Information
Section 19: Real Estate
Section 20: Vehicles
Section 21: Other Information
This easy to fill in guide will be your heirs companion when they need it most.
Posted by Linda Nicholes on 17th Jun 2014
I had no idea where to start this process of writing a will. This Will and Trust Companion Guide has given me a starting point. It is an easy to follow, step by step guide for collecting the needed paperwork and organizing it in a way that will allow my descendants to locate and execute my wishes when the time comes.
Thank You Shawn and Ken!