Why I Created The Family Estate Plan Record Book

A personal story of helping families stay organized and prepared

Author
About the Book

Family Estate Plan Record Book

Estate Planning Made Simple

Planning for the future is one of the most loving gifts you can give your family. Yet, most people put it off—not because they don't care, but because the process can feel overwhelming. I created The Family Estate Plan Record Book to make it easier, clearer, and more personal.

After helping my own family navigate important decisions, I realized how much stress and confusion could have been avoided if everything had been written down in one organized place.

This book was born from that experience. It's designed to guide you step-by-step through gathering personal, financial, and legal details—so your loved ones will always know exactly what to do, and where to find the information they need.

What's Inside

Comprehensive sections to organize every aspect of your estate

Personal Information

Contact details, key documents, and essential instructions for your loved ones to easily access when needed.

Financial Details

Accounts, insurance policies, investments, and debts—all organized in one secure location with clear instructions.

Legal & Medical Wishes

Power of attorney, healthcare directives, and funeral preferences documented according to your specific wishes.

Digital Assets

Social media, online accounts, passwords, and digital estate instructions for the modern digital age.

Who It's For

This comprehensive record book serves various family situations and needs

Adult Children

Help your aging parents get organized and ensure you have access to vital information when caring for them.

Caregivers

Support your loved ones by organizing their important information and making care decisions easier to navigate.

Elderly Individuals

Take control of your legacy planning and ensure your family has everything they need clearly documented.

Professional Advisors

Help your clients stay organized with a comprehensive tool that complements your professional services.

Don't Wait Until Tomorrow

Give your family the clarity they'll need when it matters most.