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Financial and Estate Organizer + Planner - Living Trust Checklist Included

 Organizing your Estate and Financial Info into one Booklet made easy!

 Our Financial + Estate Organizer and Planner Booklets are comprehensive, user friendly, plus very economical.  The latest My Own Estate Booklets now include a free Living Trust Checklist and a must have On-Line Banking Information form.  

  It has never been easier or more economical to organize your information into one location!  Each version includes these helpful features:

1. Easily Manage your Estate, Financial, and Documents information

2. Your personal data gets entered - not overlooked or missed

3. Documents all your important Estate + Financial information

4. Booklets Organize Personal, Business, and Home Information

5. Provides locations of required documentation and paperwork

6. Simply Fill In The Information Data Fields That Apply To Your Situation

7. Your Financial Information is Documented and Included

8. On-Line Banking / Credit Card sites information organized into one form

9. Easily updated as your information changes

10. By organizing your information, it reduces your estate legal fees

11. Becomes a much needed financial Survivor's Guide for your loved ones

Just Enter Your Information:  User Friendly - Comprehensive - Economical

1. Personal Estate + Company + Home Booklets Are Included

2. Additional Addendum Worksheets Provided

3. Pre-Formatted for ease of use - Enter your applicable information

4. Now Includes Free Living Trust Checklist + On-Line Banking Form

5. Electronic PDF Format - Enter and Save Data Using free Acrobat Reader

6. Password Protected for your security

7. Economical: Electronic version is only $4.95 - Uses Free Acrobat Reader

8. Free 35 Page ID Theft Booklet included + ID Theft Affidavit

   By organizing and documenting your necessary information, it reduces the stress associated with disposing of your estate when the time comes.  Give your loved ones peace of mind this year - now is the perfect time to fill in your copy.

  Why spend days trying to write all this out or possibly missing important items?  With one of our inexpensive Booklets, simply fill in the applicable data fields, saving you countless time.  This gives you the security in knowing all your information is included and easily accessible, in one secure location, when needed.

  My Own Estate Booklets are easy to use - just tab to or mouse click the pre-formatted information fields that apply to your particular situation.  Whether you prefer to write your information in Pen, using our Print Booklet or entering it Electronically on your computer, both types are available for immediate download through secure servers for both Windows and MAC.  Our Organizer and Planner Booklets are very economical and not available anywhere else. 

Your loved ones need this information - get your Copy today - fill it in ASAP.