Fill In The Gaps
It is commendable to have your power of attorneys, last will and testament and potentially a living trust in place. However, these documents alone often do not provide enough details to foster a smooth management or transition of an estate. Both time-consuming and stressful, locating important documents, accounts and contact information for those with ties to your estate is often part of the job left to power of attorney agents, executors and trustees.
If you have minor children, your last will and testament nominates guardians for your children but that is all. How much information do you know about your children your guardians likely do not know? Medical history, basic likes and dislikes, education-related topics and much more can be of great value to your guardians to ease the transition of your children to a new home.
The Estate Director is an inexpensive compliment (less than $20) to any existing or upcoming plan. In addition to the above tools, the Estate Director offers preplanning tools to save time and money in the planning process.
Consider the list of potential documents to locate. How long would it take you compared to someone named your estate to locate the following relevant to your estate:
Revocable trust Other trusts Last will and testament Spouse's last will and testament Power of attorney documents Right to die documentation Burial instructions Cemetery plot instructions Birth certificate Spouse's birth certificate Citizenship papers Passport Marriage certificate Divorce / separation records Military discharge papers Children's birth certificates Adoption papers Directives to children's guardians List of special considerations |
Safe combination (home) Safe combination (business) Health insurance policy Homeowners policy Car insurance policy Property and casualty insurance Partnerships agreements List of partnerships List of stored possessions List of loaned possessions Auto ownership records Bank ownership records Titles and deeds to real estate Title insurance to real estate Property rental records Life insurance policies Death benefit plans |
Employee retirement plans Keough plan IRAs Investments Bonds Annuity contracts Stock-option plans Profit sharing plans Bank statements Cancelled checks Certificates of deposits Checkbooks Savings passbooks Credit cards Employment contracts Tax returns Income & gift tax returns |
Estate Director Benefits
Will | Trust | Estate Director | |
| Appoint executors/trustees | Yes | Yes | No |
| Name beneficiaries of estate | Yes | Yes | No |
| Appoint guardians | Yes | No | No |
| Document vital information to guardians about children | Rarely | Rarely | Yes |
| Easy-to-edit contact information of beneficiaries, executors, etc. | Rarely | Rarely | Yes |
| List emergency contact information for POA agents | Rarely | Rarely | Yes |
| List your medical information for medical POA agents | Rarely | Rarely | Yes |
| List estate-related contacts (insurance, financial, etc.) | Possibly | Possibly | Yes |
| Maintain a detailed checklist of assets and liabilities | Possibly | Possibly | Yes |
| Organize monthly expenses list for financial POA agents | Rarely | Rarely | Yes |
| Offer values and personal thoughts regarding heirlooms | Rarely | Rarely | Yes |
The Estate Planning Process?
DOWNLOAD FREE Pre-Planning Guide from The Estate Director
If you like it, purchase The Complete Estate Director to cover all your estate planning goals.
Are you in the starting stages of estate planning? The Estate Director could help you save money in the preparation of your plan.
The Estate Director offers tools to help you identify your needs and understand basic estate planning documents so you can feel prepared with meaningful questions when sitting with an estate planner.
The Estate Director includes tips for locating an estate planner and "10 Questions To Ask An Estate Planner" to help you find one who makes you feel comfortable and fits your budget.
The Estate Director will help you prepare information prior to meeting an estate planner which could potentially reduce billable time by your estate planner.
Your estate planner will be impressed with your preparation and ability to communicate, which could lead to a better plan for your family, which is the ultimate goal!
to download MS Word 2007, MS Word 2010 and OpenOffice versions.
to download earlier MS Word or WordPerfect versions.
MS Word, WordPerfect or OpenOffice
Save the Estate Director to your computer, fill out the pages applicable to you, edit the pages how you like and print copies for inclusion with your estate planning documents and, if you desire, for those you've named in your estate plan. Make updates as needed.
In addition, you may share copies of the Estate Director with extended family members so your nieces, nephews, other family members and even yourself if appointed in another's estate can improve the efficiency of estate matters!
We offer a 100% money guarantee if you are not fully satisfied with the Estate Director.
The areas above are just a few topics covered by the Estate Director - a fantastic compliment to any estate plan. The Estate Director covers many other vital areas that unless you are an estate planner would not likely think to include. The primary goal of the Estate Director is to save time and reduce stress for those named in various parts of your estate.
For the cost of a month of Starbucks or a night at the movies, you can have the Estate Director provide years of valuable service for you and your family!
"As a mother of a young child, I didn't want to think of leaving her behind. The Estate Director documents gave me the oppertunity to think about who I would want to take care of her and how I would like that to happen. The Estate Director also gave me a place to record memories that would be lost with me should I pass before sharing them."
- Robyn, from Arizona
"I was an accountant and business manager for over 20 years. I've served as a trustee of a trust, and know the importance of having this information available, especially if it is organized as presented. Most estate plans I've seen don't include anywhere near this amount of information, nor does it include this kind of detail.
I have personally lost two close friends who were attorneys and clients of mine. As I began to work in settling their estates, I was amazed at the amount of information I didn't know and needed. And I hated every call to loved ones to gather that information." - Jerilyn L. Evans-Graff, Retired Accountant
"As an insurance professional and advocate of not procrastinating estate planning, it is refreshing to see such an uncomplicated and self explanitory way of making your final wishes known. Knowing the questions before meeting with a licensed estate planner helps to maximize your time together and ensures a well thought out and complete estate plan. The Estate Director is one of the best systems I have ever seen."
- Michael Combs, Insurance Professional
To Purchase
1. Purchases are made via Paypal. (How safe is Paypal?)
2. After your purchase you will be immediately redirected to this site for download in the format of your choice.
We offer a 100% full refund within five (5) days if you are not fully satisfied with the Estate Director regardless of your reason.
The Complete Estate Director - 19.95Download the complete Estate Director to enhance your estate plan which benefits not only you but those involved in various parts of your estate. The Estate Director compliments any existing plan and helps those in the initial stages improve their understanding of what they can accomplish! |
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