This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.

Building the Connection also provides you with the knowledge necessary to navigate the estate planning process, so that you can efficiently organize your important information and get your affairs in order.

TOPICS COVERED

  • Wills

  • Trusts

  • Trustee

  • Selecting an Executor

  • Beneficiary Designations

  • Guardian for Minors

  • Durable Power of Attorney

  • Living Will

  • Medical Power of Attorney

FORMS INCLUDED

  • Personal Information

  • Medical Information

  • Insurance Information

  • Fixed Income Sources

  • Asset Information

  • Legal and Profession Information

  • Estate Planning Information

  • Funeral and Burial Instructions

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