Just In Case Solutions Workbook
Just In Case Solutions is a workbook that allows you to organize, record and monitor your life data in 10 easy steps!
Just In Case Solutions provides a way of giving your secure information, your ongoing expenses, and various details about your life to your loved ones in a confidential workbook.
It complements your estate planning process as well as providing an inventory of your life data.
Just In Case Solutions does not ask how much money you have, it asks what accounts do you have and where are they located. It does not ask who is getting what in your Last Will and Testament, it simply asks if you have a Will and where is it located.
Locating essential documents or stepping in to pay your bills during a difficult time in someone’s life can be emotional, confusing and overwhelming. Completing this workbook is a way to provide some comfort and ease the burden for your loved ones.
None of us are excited about completing this essential information, and some of us might even dread the thought of doing this workbook. HOWEVER, this workbook has been created to make it easy for you!
Take one step at a time and complete each detailed step at your own pace.
The Just In Case Solutions 10 Step Process:
Step 1 Personal Details
Step 2 Family, Friends and Pets
Step 3 Health, Medical, and Health Insurance
Step 4 Employment, Retirement, 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, Clubs, Subscriptions, and Memberships
Step 10 Just In Case of Death
Also includes: ~ Inventory Lists ~ Password List with Security Questions
~ Space at the end of each step to share a fun memory, advice or loving thought to your loved ones. This adds a little fun to the process and will bring a smile during a time of need.