Our lives are filled with paperwork and numbers: bank accounts and passwords, health and medical documents, property and insurance paperwork, investment and end of life documents.
- How quickly could you locate your important documents and information in case of an emergency?
- Do you have to scramble to organize paperwork at tax time or when meeting with a new legal, financial or medical professional?
- Would your loved ones know where to locate important information which they might need in case of your incapacitation?
Do You Want To:
- Save thousands of dollars in legal and accounting fees?.
- Be prepared with all the information you might need in a financial or medical crisis or emergency?
- Save time and energy replacing vital documents?
- Quickly access all your important documents and when time is of the essence?
- Provide peace of mind for your loved ones?
Lisa Hay, CPA, has created two organizing resources to assist her family, friends and clients in this important area of Financial Planning.
Estate Planning Checklist e-book - at only $2.99 this is a great starting point for the "do it yourself" individual. In fact, purchasing and completing "Estate Planning Checklist" may be the best investment of time and money that you ever make! There truly are not many other things you can do for yourself and your family that will help so much and cost so little! Learn more or purchase the Estate Planning Checklist.
Just in Case™ Personal Document Organizer System - a comprehensive system which includes comprehensive instructions, tips, forms, with optional top quality binder and organizational supplies. Learn more or purchase the Just in Case™ Personal Document Organizer System.