by Julie Calligaro
This book is a step-by-step guide through the process of estate planning, which in Plain English means getting your financial and legal affairs in order. It’s 100 pages of Plain English not hundreds and hundreds of pages of legalese.
Forms:
This book does NOT include fill-in-the-blank Wills, Trusts, Powers of Attorney or Guardianship forms. If you want a do-it-yourself estate plan this is not the book for you. Do-it-yourself legal forms are often penny-wise and pound-foolish.
However, there are 21 forms, checklists and a worksheet that will help organize your financial and legal affairs and save time as you work through the estate planning process. These interactive forms, checklists and worksheet are included in the price; download and customize them to suit your specific needs.
Some of the forms available for download are:
1. Estate Planning Worksheet
2. Questions to Ask the Attorney
3. Estate Planning Questionnaire
4. Excel Spreadsheet of Assets and Debts
5. Location of Important Documents
6. Checklist of Important Documents
7. Parental Consent Form Minor Children
8. Who to Contact in an Emergency
9. Funeral and Burial Information
10. Excel Spreadsheet Income and Expenses
If You Already Have an Estate Plan
It’s worth the cost of the book to confirm that your affairs are in order and, if they aren’t, to make the necessary revisions.
A Personal Note from the Author
“Although I’ve been an estate planning and probate attorney for 30 years, I’m actually in the Peace of Mind business. I know from experience that once you have your affairs in order, making things as easy as possible for your family at your disability or death, you will achieve peace of mind.”
Estate Planning In Plain English - Kindle Non-Fiction
Reviewed by Duh
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Reviewed by Duh
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