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Personal Estate Planning Kit | AARP Foundation
Download My FREE Personal Estate Planning Kit. Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. • YOUR ESTATE PLANNING ORGANIZER. Getting Acquainted. Your Estate Planning Organizer. is a powerful tool that introduces you to the concepts and basic rules of family estate planning while leading you through a series of actions that will help develop and keep your estate plans current over your lifetime. Your Estate Planning Organizer. Estate Plan Organizer The more organized your affairs, the easier things will be for your loved ones after you have passed. Click this link to download our free resource; the estate planning organizer. Fill this form out to help ease the change for your loved ones.
Estate planning organizer free download
Sometimes I wonder whether the world is being run by smart people who are putting us on or by imbeciles who really mean it. Download Estate Planning Organizer. This is a Microsoft Excel spreadsheet to assist with estate planning.
It has separate worksheets to list your accounts, utilities, and insurance policies. There are a couple of items worth noting:. Support this site. Chris Wells. Follow me:. There are a couple of items worth noting: It lists who's insured by each policy and who owns each account because you should plan for both you and your partner.
Seeing the data together might reveal some changes you should make right away such as adding one of your names to the other's accounts. There's a column estate planning organizer free download login IDs but not passwords.
That's because I wouldn't advise leaving a list of estate planning organizer free download and passwords for your most important accounts in one place. It's better to let your partner know how to reset the passwords instead. For example, use a strong passphrase for your email account, estate planning organizer free download, share it with your partner, and be sure that email address is used for password resets on your financial accounts.
Estate Planning Checklist: Easy Stress-Free Steps For Getting Organized
, time: 1:59Estate planning organizer free download
• YOUR ESTATE PLANNING ORGANIZER. Getting Acquainted. Your Estate Planning Organizer. is a powerful tool that introduces you to the concepts and basic rules of family estate planning while leading you through a series of actions that will help develop and keep your estate plans current over your lifetime. Your Estate Planning Organizer. Spreadsheet to help with estate planning. Separate worksheets for your insurance policies, banking/other accounts, and utilities. Download Estate Planning blogger.com ( KB) Last Modified: Fri., Jul. 21, Getting Started With Estate Planning; Estate Planning Organizer (LibreOffice Calc). Consider storing a copy of this organizer securely with your estate planning documents. Fill out the information below to download our Free Financial & Estate Planning Organizer. Please contact us with any questions regarding your financial future by calling or send us a message.
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