Give the Gift of Your Organized Estate

Over the next 50 years, between $41 trillion and $136 trillion will pass from the older to younger generations.* Many people realize that their financial affairs are not completely in order, and those who do not leave their loved ones a well-organized estate do them a tremendous disservice. Settling a disorganized estate is usually more expensive, and it compounds the emotional stress survivors experience. So, keeping all of your important estate documents organized in one place is one of the best gifts you can give those that remain after your passing.

The Set Your House in Order workbook contains practically everything a person needs to effectively create, plan, and organize his or her estate documents. Sections include financial advisors lists, safe deposit box information, debt lists, account numbers lists, asset inventory forms, insurance details, and more. This is also a wonderful gift for parents or grandparents.

Scripture Application:

"A good man leaves an inheritance to his children's children" – Proverbs 13:22 (NASB).

TABLE OF CONTENTS

Section 1 - Personal Financial Statement / Document Organizer
Section 2 - Estimated Monthly Budget / Future Income
Section 3 - Advisors / Safe-Deposit Box / Debt List / Accounts
Section 4 - Asset Inventory
Section 5 - Insurance
Section 6 - Estate Documents
Section 7 - Family / Optional Ideas

(83 pages, soft cover)

*Excerpt from the article “Intergenerational Transfer of Wealth” on www.Generousgiving.com. Original article published by Boston College Social Welfare Research.