The Essential Record Keeper and Estate Planner
By Nancy Randolph Greenway
(Welcome Books, Hardcover, 9781599620923, 160pp.)
Publication Date: February 22, 2011
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Do you remember where the deed to your house is, what you paid for the painting hanging over your mantle, where your life insurance documents are? Have you photographed your belongings? Have you thought through your estate planning? Does anyone know what to do if something happens to you? Does everyone know what your wishes are?
Life Organizer: The Essential Record Keeper & Estate Planner is the perfect place for storing all essential information, and finding lots of personal planning advice. Learn how an estate plan is, well…planned, and what you need to get started. In one handy location, find reader-friendly explanations, definitions, tips, worksheets and storage space for everything you need to organize your wishes and assets, and get on with your life!
Nancy Randolph Greenyway, the extraordinary co-author of Pass it On: A Practical Approach to the Fears and Facts of Planning Your Estate (Hyperion), combines clear and friendly prose with legal expertise to make Life Organizer the definitive resource for reference, organization, and storage in all matters of basic estate planning.
The organizer is divided into eight sections:
• Family and Beneficiaries
• Personal Considerations
• Property and Investment Records
• Insurance, Retirement and Business
• My Will, Trusts and Gifts
• Health Care Choices
• Final Wishes
• Resources and Advisors
Produced as a three-ring-binder, Life Organizer includes 8 tabs with pockets, 15 plastic sleeves for storing copies of important documents, and 1 sleeve to hold 2 DVDs for photo and video inventory, plus dozens of worksheets, checklists, and pages for contact information of family members and professionals.
Whether you’re a baby boomer planning your estate, parent with a new family, or recent grad just beginning to earn an income, it’s a beautiful and helpful organizer for anyone at any age.
Nancy Randolph Greenway is co-author and primary writer of Pass it On: A Practical Guide to the Fears and Facts of Planning Your Estate (Hyperion, 2001). With a law degree and personal experience in estate matters across many states, Greenway remains uniquely qualified to distill estate-planning concerns faced at any stage of life.
Nancy Randolph Greenway is co-author and primary writer of Pass It On, A Practical Guide to the Fears and Facts of Planning Your Estate, Hyperion, 2000.
With a law degree and extensive personal experience in estate matters across many states, Greenway remains uniquely qualified to distill estate-planning concerns faced at any stage of life.
"A how-to guide meets filing cabinet…Greenway opens each section by explaining concepts and defining terms in delightfully plain English…The Life Organizer is especially handy because it includes storage space. You can fill out the worksheets and use the folders to corral all your vital information. The book even comes with sample worksheets, so you know how to fill them out."
-DailyWorth.com, Katie Karlson
"Parenting Gem: Was getting organized one of your New Year’s resolutions?...Step-by-step info will help you understand Family & Beneficiaries, Wills, Trusts & Gifts, Health Care Choices, plus a lot more. Designed so you can keep all your important documents in one place, and better yet, find them when you really need them! Just supply the required information in the workbook sections. Included are checklists, worksheets, sleeves to hold DVDs for photo and video inventory - practical and simple, an open and shut case."
"Life Organizer is a very useful resource that should be highly considered for those who want their life's information written down."
-Midwest Book Review
"A great resource...the author not only gives a great tool for estate planning, but lots of useful information and tips as well. I highly recommend this organizer to adults of all ages to help get your affairs in order."