The No-Worries Estate Planner

The Companion Book for The No-Worries Estate Planner

This book includes all the forms that have been recommended for you to complete in the companion book, The No-Worries Estate Planner. You may find that it is easier and more useful to fill out the forms here. In addition, this will make it easier to have forms available for other family members to use as well.

"Did Dad have a will?" "What's Mom's bank account number?" When a parent or spouse becomes incapacitated or dies, there are hard decisions to make. But the vital information survivors need to settle the estate or arrange for their loved one's care is often scattered in drawers, jotted on notes, or locked in the memory bank of an impaired or deceased loved one.

Disorganization can endanger your estate and everything you've worked so hard for. A will or trust is no use if your family can't find it. Survivors may not know how to access your bank accounts, apply for benefits, or plan your funeral. An accident, serious illness, or dementia can leave your family scrambling to make critical financial, legal, and healthcare decisions on your behalf. Without the information they need, your loved ones may make costly mistakes that affect the rest of their lives. Don't let this happen to your family!

Packed with helpful forms and checklists, the all-in-one No-Worries Estate Planner and organizer makes it easy to gather everything your family needs to know about your finances, insurance, property, healthcare, and last wishes.

Use it to:

• Help elders handle their affairs and live independently in their homes longer.
• Ensure family members inherit your treasured possessions.
• Ease stress for your family during a difficult time.
• Protect loved ones from predators seeking a piece of your estate pie.
• Share your end-of-life wishes and ensure your last years are spent as you want.
• Understand retirement account transfer and withdrawal rules to avoid taxes and penalties.
• Discover the most useful tax strategies for buying or selling a family home.