Set Your House In Order
Crown Financial Ministries -
Want to give your loved ones the gift of an organized estate? Many people would acknowledge that their finances are not completely in order, creating a situation where their families will likely experience unnecessary costs and compounded emotional stress. The Set Your House in Order workbook by Crown Financial Ministries provides a solution, containing practically everything you need to effectively create, plan, and organize your estate documents.
Features:
This 83-page workbook has been perforated and 3-hole punched, making it easy to insert pages in a 3-ring binder and using tab dividers to quickly locate selected documents.
Set Your House in Order would not only be excellent for personal use, but is a great wedding gift.
Here is a summary of the selected components included in this practical guide:
Section 1: Personal Financial Statement/Document Organizer
• Personal Financial Statement
• Document Organizer
Section 2: Estimated Budget/Future Income
• Estimated budget
• Social Security information
• Company retirement benefits
• Estimated retirement income
Section 3: Advisors/Safe-Deposit Box/Debt List/Accounts
• Advisors (clergy, attorney, accountant, etc.)
• Safe deposit box inventory
• Home safe/file cabinet inventory
• Bank, Credit Card, and Debt Information
• Computer instructions
Section 4: Asset Inventory
• Automobiles and other vehicles
• Personal property
• Stocks, Bonds, Mutual Funds, other investments
• Real estate
Section 5: Insurance
• Life, homeowners, automobile, liability, health, and other insurance policies.
• Work related insurance information
Section 6: Estate Documents
• Estate documents checklist
• Funeral instructions
Section 7: Family/Optional Ideas
• Personal history and Household Information
• Major home improvements
• Checklist for when your marital status changes
Things to Be Aware of:
• The authors suggest allowing 1-2 hours to complete each of the seven sections.
• The computer form should have included passwords for key accounts.