Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes
Use this helpful planner to give you and your loved ones peace of mind. Gather vital details about your contacts, legal matters, health, financial affairs, instructions, and more. Enter the information in this guided planner, and keep it in a secure location. Valuable and practical, it is a tremendous gift for your family and/or personal representatives. Your Peace of Mind Planner covers: My Personal InformationMy Medical InformationKey Contact Information.At the Time of My PassingMy DependentsImportant DocumentsFinancial InformationCommercial/Business InformationWhat Beneficiaries Can ExpectPersonal PropertyInsuranceMy PetsWhat to Pay, Close, and CancelEmail and Social MediaMiscellaneous InformationMy Personal WishesLast WordsNote: This planner is not a legal document and does not replace a valid will.