What you will accomplish with this book
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Peace of mind
You will rest assured that you've covered all the bases by taking these important steps and making sure your loved ones have all the information they need.
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Make important decisions
It's hard to think about some of these issues, but this is the perfect tool to get you on the path of considering options, talking about them, and making good decisions.
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Document your insurances & assets
Families lose out on hundreds of millions of dollars every year because lost, forgotten or unclaimed financial assets, including pensions, bank accounts, CD's, mutual funds & life insurance.
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Write everything down
Even if you've talked to loved ones and think they already know, people forget. By documenting what you have, where it's located and what your wishes are, it's all right in your book.
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Prepare for meetings with expensive advisors
If an attorney or CPA or other professional charges $300 or $400 an hour, why waste even a minute of their time and your money? Use this book to get organized beforehand!
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Show people you love them
Getting your affairs in order isn't fun or glamorous, but the results of your generous effort will long be remembered (and appreciated) by those who love you the most.
My wife and I are celebrating our 25th Anniversary this month and, although this is a rather unromantic way to celebrate, documenting this kind of info is one of the most thoughtful gifts I can give her.
Thank you so much for the work you have put into this book. It is so many things that we verbally discuss but never write down. Having taken care of my parents and handling details at their passing, I truly appreciate such an organized manual.
It's very comprehensive and tells all the things you need to do to get it together and help your family
Watch this Video:
Topics Incude:
- Real estate*
- Investments
- Vacation home
- Insurances
- Retirement plans
- Benefits
- Bank accounts
- Mutual funds
- Certificates of Deposit
- Storage units & PO boxes
- Important keys
- Safes & safe deposit boxes
- Inventory of valuables
- Appraisals
- Who gets what
- Advisors (lawyer, accountant, etc.)
- Estate plans & trusts
- Private business interests
- Family medical history
- Living wills
- Organ donation
- Final arrangements
- Military records
- Location of important documents
- Passwords & logins
- Detailed pet care instructions
- and much more...
*Includes important service providers (alarm system, plumber, electrician, landscaping, etc.)
*Don't worry about completing every page. The book helps you consider everything, then write down only what applies to you.
What's Inside ?
300 pages* of important questions and large spaces to write down your information & decisions
*Don't worry about all these pages - only use the ones important to you.
Document & Key Storage Features (print version):
- 5 heavy duty, clear, acid-free, 3-hole punched sleeves for storing documents. These have a total capacity to hold 100+ pages
- Key storage with 9 individual pockets and cutom label tags for copies of important keys
- Large 3-ring binder with plenty of space for your documents

Risk-Free 100% Money Back Guarantee!
- Return books to our address in any condition.
- Remove any pages with your private information (you still get a 100% refund).
- 100% of what you paid will be promptly refunded.
- If multiple copies were purchased , the average price paid will be refunded.
- Returns accepted forever – no time limit or expiration.
- NO restocking fees or charges apply.
- Please include a copy of your receipt, if available.
- Please tell us what the problem is and how we can improve (not required).
Note: Does not apply to custom, bulk or wholesale orders.
Special Values
1 Digital Download
$30
The "Ultimate" Edition
- Complete Book
- Type-in Your Information & Decisions (No Handwriting Issues)
- Easy to Save, Edit, Share & Delete
- Print Specific Pages or Entire Book
- Printouts Include Your Typed Info
- FREE Updates Forever
1 Print Copy
$95
The "Ultimate" Edition
- Complete Book
- 5 acid-free sleeves to store 100+ pages of your documents
- Pockets & tags for 9 important keys
- FREE Priority Shipping (US/Can)
- FREE Additional Pages Forever
- FREE Updates Forever
2 Print Copies
$150
The "Ultimate" Edition
- Two Complete Books
- Reduced price - Save $40
- Includes TWO of Everything
- FREE Priority Shipping (US/Can)
- Ship to Multiple Addresses
- FREE Additional Pages Forever
- FREE Updates Forever
3 Print Copies
$185
The "Ultimate" Edition
- Three Complete Books
- Reduced price - Save $95
- Includes THREE of Everything
- FREE Priority Shipping (US/Can)
- Ship to Multiple Addresses
- FREE Additional Pages Forever
- FREE Updates Forever