Estate Documentation and Information Workbook
a comprehensive workbook of all the information your family would need to know about you if anything were to happen to you
This printable and fillable pdf is a comprehensive workbook that walks you through the big and small and the known and obscure information that your family would need to know about you if anything were to happen to you. By completing this workbook you are providing your family with the invaluable gift of a roadmap for everything they need to know and where everything is located.
The categories included in this workbook are:
-important contact info
-location of important documents and information
-basic financial info
-basic household management info
-physical items inventory and storage locations
-online account inventory and wishes for accounts
Print out the workbook, fill it out and share your responses with family members you trust. Be sure to store this somewhere safe!