Organization of your personal estate is the central purpose of this GUIDE. It will help you put in place the information that your family and/or your personal representatives will need to carry out the disposition of your estate as they would require during a life-threatening situation or upon your demise.

The second purpose of this GUIDE is to assist you in the management of your estate during your lifetime, tracking that important information in making ongoing decisions with regard to the management of your life’s assets.

There is also a benefit during tax season. By following the GUIDE you will systematically compile and arrange most of the information you or your accountant will need to expeditiously file your tax return each year.

And, not the lesser of any of those above, there is a certain peace of mind through the use of the GUIDE, knowing you have already helped your family during what assuredly will be a most difficult time.