So, What is this Guidebook?
Your Guidebook contains all of your important estate planning documents in an easy-to-follow format.  By placing your personalized documents into a well-organized and centralized location, you can feel confident that your affairs will be in order.  This Guidebook also ensures that your loved ones will be aware of everything they need to do for you and themselves.  With this guidebook format they can easily follow the instructions you have left behind for them.
The Guidebook is a Winning Format!

There are several reasons why you should prepare your documents into a guidebook format:

  • It is easily available
  • Easy to handle
  • Simple to follow and understand by others
  • Provides centralized information
  • Contains a roadmap for you and your loved ones
Okay, So where do I Start?
Although your Guidebook consists of several in-depth documents, you can get started by addressing some of your immediate needs and concerns.  Follow the link on the bottom of the page to get tips for identifying and addressing your concerns.
Continue to: Planning Tips