Organize Your Personal Estate
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Jubilldy Interests is a company in Arlington, Texas, that offers a book on estate planning. We have put together a guide to help you gather your life's most important assets. We believe there are 2 critical tasks that you, as head of the household, should undertake.
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First, concentrate on staying healthy so you can live a long and happy life. Secondly, organize your estate so that your family can make timely decisions during a life-threatening event, or upon your demise, and settle your estate quickly, easily, and nearly worry free. To be sure, we are not attorneys, financial planners, insurance agents, nor funeral directors.
We are people who believe in organizing things so as we need them, they are there and available to serve us. We feel we owe that to our families and respectfully suggest that you do also. Our book, A Family Matter: A Guide to Organizing Your Personal Estate is an easy to use and easy to understand guide created in a cookbook fashion. With our 12-step guide, we make it simple for you to organize your personal estate. |
A 12-Step Approach to Peace of Mind
A Guide to Organizing Your Personal Estate will help you to organize the most important information your family will ever need. Each of the 12 steps identifies the specific information from your personal estate that needs to be created or gathered. Chapters guide you through the following:
• Completing a Personal Profile
• Aquiring a Wills & Powers Of Attorney
• Gathering Investment Account Info
• Creating Financial Summaries
• Gathering Retirement Statements
• Creating a Spreadsheet Of Insurance
Policies
• Identifying Advisors & Associates
• Providing a Check-List for your
Personal Representative |
• Preparing a Net Worth Statement
• Gathering Income Tax Return Info
• Managing Open Accounts,
Subscriptions, & Memberships
• Placing the right things in a Safe
Deposit Box
• Safeguarding the Location of Important
Documents
• And More! |
Getting your affairs in order gives you peace-of-mind. You will have all of the details covered so that your loved-ones won't have to worry or second-guess what your wishes and plans are. Our book will give you the knowledge and satisfaction that you have helped your family through what is surely a most difficult time.
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