The ABA Checklist For Family Heirs: A Guide To Family History, Financial Plans And Final Wishes
The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes
The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD you can modify to fit your needs, includes many easy to use checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes. It's essentially a book of lists, conveived as a gift from you to your heirs.
"A way to organize all of the information and documents that will be helful to heirs or indeed anyone your care about." - BIFOCAL