Just In Case Solutions ~ 10 Easy Steps!

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It's a "comprehensive" workbook that provides individuals and couples an easy way to organize, record, and deliver all their essential life details to their loved ones (or responsible person) in a consolidated manner. In the just-in-case scenario of an accident, illness, or death, an inventory of all vital information will be readily available. 

HAVING JUST A WILL IS NOT ENOUGH! 

This tool adds value and partners well with the retirement, caregiving, estate, and funeral planning process by consolidating all the details outside of the professional planning process.  

The 10 Steps will gather every aspect related to your daily and monthly routines, ongoing expenses, critical legal documents, financial accounts, insurance policies, health and medical information, end-of-life plans/wishes, and so much more! 

10 "EASY" Steps! 

Dividing up this process makes it less intimidating, more manageable, and easier to accomplish!  

Step 1    Personal Details and Technology

Step 2    Family, Friends and Pets

Step 3    Health, Medical, and Health Insurance

Step 4    Employment, Business Owner, and Military

Step 5    Professionals and Legal Documents

Step 6    Financial and Insurance

Step 7    Residence, Bills and Loans

Step 8    Vehicles and Transportation

Step 9    Religion, Activities, Volunteer, Clubs, Subscriptions, and Memberships

Step 10  Just In Case of Death 

RESPONSIBILITY CHECKLIST: Guidance to ease the administrative burden for loved ones by simplifying task and next steps. 

Extras: 

• Inventory Lists for Personal Possessions
• Prescription Drug Chart
• Over-The-Counter Medication/Supplements Chart
• Username and Password List with Security Questions 

Fun Memory! 

Space at the end of each step to share a fun memory, advice, or loving thought with your loved one.  10 Steps... 10 Fun Memories... 10 Smiles... that you will be able to deliver when you are unable to do so!

• Just In Case Solutions does not ask who is getting what in your will; it simply asks if you have one and where it is located. 

• It does not ask how much money you have; it asks what accounts you have and where they are located. REGARDELSS of your financial status, loved ones will have the same struggles to determine what you have or don't have. Once they know something exists, where it's located, and how to access it, they can act accordingly.

• It does not provide or offer professional services; it ask you thought-provoking questions. However, if you are unsure about the answers, please seek guidance from a qualified professional. 

The reality is... we cannot dictate or control what happens after we pass away or in the scenario where an accident or illness leaves us unable to communicate. 

• Locating essential documents, trying to locate important information or stepping in to pay another persons bills during a difficult time in someone's life can be emotional, confusing and very overwhelming.
  
• None of us are excited about completing this essential planner, and some of us might even dread the thought of doing this workbook, but it WILL help our loved ones. 

Ask yourself: Is your loved one ready to step in and handle your entire life should you unexpectedly be incapacitated for an extended period of time? 

Ask Yourself: Do you think your loved would express any of these statements in the event of a sudden death? 

• "What do I do now?” or  
• “Where do I even begin?” or
• “I wish they had been more organized, and not such a mess!”

You want your family and friends to have good memories of you, and not the lasting thoughts of what a gigantic mess you left for them to figure out.

Take action now while you are still able to do so.

 Does your loved one know...

• what legal documents you have (or don't' have) and where they are located?
• what is needed to take care of your children or pets?
• what health insurance you have, your medical history, current medications and their dosages?
• how to handle your expenses for a few months or take care of your residence indefinitely?
• the location, registration and beneficiary status of your financial accounts and whether those accounts will close or continue?
• where you work or volunteer?
• what your final wishes are and if you already made prepaid arrangements along with where those documents are located?
• Etc. Etc. Etc. 

The Just In Case Workbook will organize and record all your vital personal details outside of the professional planning process. It will to alleviate confusion and avoid massive struggles for your loved ones! 

Everyone needs it! 

Purchase a workbook for yourself, a family member, a parent or your child. 

Present a workbook as a gift to a friend, neighbor, colleague, employee or client. 

We have plenty of professional contacts available who share their expertise with us, including financial advisors, attorneys, accountants, realtors, doctors, and more. However when it comes to our own personal lives, we are the ultimate experts!  No one knows your life better than you do. Be your own personal life expert and ease the burden on those who care about you the most.