We’ve created a comprehensive, 130 page fillable and printable PDF to record all your important details. A valuable document for your loved ones to keep calm and carry on in your absence due to an emergency, incapacitation or your passing.
Table of Contents:
Family Info: Household, Personal Docs, Medical Info, Petcare Info
Financial Info: Insurance Info, Financial Info, Investment Info, Rental Prop Info, Housing Info, Vaca Prop Info, Biz Ownership Info, Rewards & Subscriptions
Need to Know Info: Where to find original docs/keys & more, Employer Info, Online Account Info, Burial/Memorial Services Info, Personal Notes & Contact Notes
Yes, I want the Planner for only $14.50
This is seriously good stuff. You're going to love it.
A note from Lynn Toomey, Her Retirement founder and planner creator.
My wish for you is to get organized, write everything down and do some planning so in an emergency, incapacitation or your passing, your family has all they info about you they need. This will make their task of handling your affairs a little bit less burdensome. In addition, my wish is that you leave little pieces of you behind in this planner and memory keeper. It’s these pieces that your loved ones will be able to weave into incredible stories about you. Your legacy will live on and that’s a tremendous gift you can leave those you care about. Here’s to being a planner…for life. Let’s Get Her Done.
If you would like to purchase the couple’s version, please email me at: lynnt@herretirement.com
Questions? Reach out to: lynnt@herretirement.com – 508.798.5115. Let’s Get Her Done.