Estate Director starter kit - Download immediately for only $14.99
The steps in creating a last will & testament or living trust are the same. Knowing what to expect in each step improve the planning process and save money both now and down the road.
Our Estate Director starter kit serves three purposes:
- Help you learn how to maximize the use of beneficiary designations on existing accounts.
- Illustrate easy steps to begin creating legal estate planning documents. The Estate Director does not include any legal documents.
- Share in writing valuable personal instructions many legal documents do not address.
Try the Estate Director For Free
Five free introductory pages cover:
- Prioritizing estate planning needs and concerns before meeting an estate planner to help you identify which legal documents you might need
- Four safe ways to find an affordable preparer of legal documents
- Sample questions an estate planner might ask about your beneficiaries
- Investment information used by your powers of attorney, executors / personal representatives and even a spouse
- Instructions to guardians regarding raising your children
| Sample pages MS Word 2007 / 2010 |
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| Sample pages MS Word prior to 2007 |
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The Full Version Costs Less Than Two Movie Tickets
Additional content includes
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For the price of: A toy for your child... Guardians will know specifics on raising your children. A bottle or two of wine (depending on your tastes)... Financial power of attorneys will quickly know what requires immediate attention. An inexpensive dinner for two... An executor can easily locate assets and pay debts. Gas for two roundtrips to an attorney... Learn ways to save when hiring an estate planner. |
- Ten important questions to ask your potential estate planner
- Comprehensive information to have ready for your estate planner
- Extensive contact information for your powers of attorney, executors and guardians
- Detailed list of assets and liabilities for your powers of attorneys and executors
- Additional instructions to guardians regarding raising your children
- Medical information pertinent to your family
- Fully customizable documents available in both all versions of Microsoft Word
- And more...
The price for these guides is only $14.99.
Immediately upon purchase on Paypal, you will be redirected to this site to download the Estate Director.
Immediately upon purchase on Paypal, you will be redirected to this site where you can download these forms.