After 25 years as an attorney, I have helped thousands of clients with their estate planning. During this time, I have learned that legal documents, no matter how well drafted, may not cover all of the details you need others to know after your final journey.
In order to avoid having your loved ones digging up your backyard looking for lost treasure, or mistakenly seating sobbing sister Sally next to angry cousin Ned at your funeral, I have put together a workbook to help you organize your final thoughts.
With a little time (and possibly a lot of chocolate) you will be able to identify issues unique to your life, smooth the financial transition, and pass on special knowledge to your loved ones – they will thank you for your final gift. To get started: