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PEACE OF MIND PLANNER FOR SENIORS
Our Estate Planning Organizer is designed specifically for adults, allowing individuals and loved ones to approach the moment with peace of mind by ensuring end-of-life wishes are recorded and effectively communicated.
Weddy
2025-08-07 16:41:42
Love it! Quality made and has all the information required!
kim parks
2025-07-04 17:02:34
Good book to prepare for my future plans
TT's Trade
2025-07-01 16:14:57
This is literally my 6th planner - and I had actually already given up on using any, and was going to build my own, when I saw this one and thought I give it one last try!>. Overall it is well organized, descriptive, has an index, page numbers, and even tabs to quickly jump to different topics (all items that not every planner has)>. I like the size (book and print), the spiral bind for easy writing and reading - the hard cover feels a little cheap, but who complains - content matters; the back has one paper pocket for some extras, I guess - a couple of pictures or something similar could fit.>. As for topics, layout and categories- most everything was covered and in adequate quantities (the financials were a little weak, only one checking/one savings account- no room for extras but it covered investments and vehicle/estate properties; for that it had room for 6 pets, each covered by one full page; - and there were nearly 20 pages for Last Wishes and Last Words - but I am not a wordy person when it comes to those, some others may!**OVERALL**The first planner that is easy to use - well organized to quickly find things - has most all categories covered and given adequate space (with some limitations). Definitely helpful for those who need some help in putting something together to help loved ones in the stressful event of having to take care of an estate. - It’s not perfect by all means, there is always a category one wish is also included but it covers most.🌟Verdict🌟 => 4 STARS: good layout, organization - some content has too little spaceâï¸ -> (*My RATE SCALE*: 5=perfect; 4=minor imperfections; 3=on fence; not sure if I’d buy again; 2= too many problems; 1= shouldn’t be sold or is dangerous).>> -> Please NOTE: I consider 4 Stars a very high rating.
Linda J. Barry
2025-06-17 18:41:04
Absolutely just what I dreamed
V. Reviewer
2025-04-17 17:44:17
My husband and I have been going through the process of Swedish Death Cleaning to minimize all of our personal belongings and material possessions. But, we have always felt we needed to get our business affairs in order for our children not to have to stress over all of the paperwork that are in files and searching for information in a million different places.Most people may not want to speak on death or their final wishes but this book will put it all together for you. There are so many things we can forget when trying to pull everything together, this book will encompass your whole life in a few pages.Nothing in this book is forgotten, from basic personal information, financial, real estate, personal property, insurance, beneficiaries, various email accounts, subscriptions, online presence, etc. This book is so comprehensive, no stone is left unturned.First, it presents well from the cover to the inside pages. The book is spiral bound which makes the pages lie flat and great for page turning. Everything is spaced well providing room for your written words. Outside of all the detailed information for handling your business affairs, there is a section to handle notes for your caregivers, your final wishes and last words.I would be cautious of some of the information stored in the book as this would be the passkey to your life. I do feel you may have to be selective with what details you may want stored in the book but the main information would be there to provide a guide to where to go or who to contact.When reaching the last portion of the book, this is where I would recommend you take time out to plan what you want to say when it comes to your last words.This book will take time to complete but starting the process today will make things oh so worth it for those you leave behind. The loss of a love one is hard enough, so if you love them, you will take the time out to ease some of their pain. This book is invaluable and well worth the price of $17 at time of posting.
K. Morton
2025-02-18 13:46:27
Especially in this day and age, when people don't get paper statements mailed to them, and we all have our computers locked with passwords, there would be no trace of the assets due to our loved ones upon our passing. This is especially true if we don't have a proper will, so please put that on your to-do list as well, but get this End of Life Planner first, as it would probably help inform your will to see everything in one place.We never know when our last day will come. I still have loads of years left in me, God willing. So many years, in fact, I hope that this planner eventually becomes outdated and I need to get a new one.It has crossed my mind several times over the years that I should have at minimum, a sheet of paper that would contain anything loved ones need to know should I meet an untimely demise, or if (God forbid) I wind up alive yet unable to communicate or think clearly. This planner thinks of everything, and I would have left out plenty trying to think of everything on my own.Without providing loved ones with the info in this planner: what a mess would be left! What if they don't even know my financial accounts exist?! What a sad waste and a tragedy that would be.Therefore, I highly recommend this planner to everyone, at every stage of life. Like others have mentioned, best to keep it in a lockbox or safe deposit box to protect your assets and personal info. Tell a beneficiary you trust how to access the planner for when that time comes.
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