Take the guesswork out of getting your personal affairs in order.
Have you prepared a will and other estate plan documents? Can your loved ones make important decisions on your behalf? Can you readily locate your essential documents? Have you shared your final wishes and instructions with them? If you cannot confidently answer yes, now is the time to turn those no answers into yes—and it doesn’t have to be daunting.
Getting Your Affairs in Order is a step-by-step workbook for adults who understand the importance of preparing for the inevitable. Through a structured weekly plan, it covers how to keep documents updated and secure, how to choose your power of attorney, how to plan your will and estate documents with care, and how to talk with loved ones about end-of-life wishes so they will know what to do.
Each week offers manageable tasks, including:
• Organizing and securing essential documents
• Preparing to complete a will and estate plan documents
• Creating instructions for how you wish to be cared for if incapacitated
• Establishing ways to discuss your end-of-life wishes with loved ones
You’ll also build a personal information reference guide, with optional digital downloads and user-friendly worksheets covering medical, real estate, insurance, employment, banking, investment, income, digital, small business, and pet care matters.
Designed for busy adults balancing work, family, and daily life, this workbook breaks everything into simple, easy-to-follow steps—so you can have peace of mind knowing your loved ones are equipped and prepared.
