James F Hatcher III

Estate Planning Guide: Individual Edition James F Hatcher III

Publisher Marketing: INDIVIDUAL EDITION In the event of death, it is of utmost importance for loved ones to find your personal information and estate planning wishes easily to resolve any unfinished business and the financial matters of your estate in a reduced state of anxiety, fear, inconvenience and expense. This guide can serve as both a genealogical record of your personal history and your final instructions at the time of your death, so you should instruct loved ones to provide this guide to the Funeral Director to complete your final arrangements. This guide contains sections for Personal and Family Information, Educational Records, Employment Records, Military Service, Masonic Record and Honors, Fraternal Memberships, Organizations and Persons to be Notified, Personal Medical History, Estate Information, Insurance/Annuities, Stocks & Bonds, Banking Relationships, Real Estate, Personal Property Inventory, Funeral Service Instructions, Memorialization Instructions, Obituary Information, Special Instructions, and Important Contacts. The information contained in this booklet may become very important to your spouse, companion, children and grandchildren. You should assemble an maintain your vital documents in a place accessible to your loved ones when they eventually will need these access to these documents. Copies of health records, military records, family documents, insurance and banking information, investments, real estate deeds and rental agreements, business information and other vital documents should be maintained for use and reference by your loved ones after you are gone. While this task is not one that we look forward to, it is essential for those we will eventually leave behind as we depart this life. Better to prepare now for that time, than to postpone the personal duty to your loved ones that will protect them, and what you leave for them, after you have passed.