Before Someone Dies Estate Planning Forms
and Organizational Kit

Includes…

Before Someone Dies Estate Planning Organizational Checklist

Our Before Someone Dies Estate Planning Forms and Organizational Kit includes an extremely detailed estate planning and organizational checklist explaining what kinds of personal and business issues will need to be addressed before death. Even though a family member may have some of their personal and business affairs in order, someone still needs to execute their will and wishes after your family member is no longer here. Our checklist will remind you and your family members of the kinds of personal and business issues that will need to be addressed such as…

  • Bank Account Information
  • Insurance Company Information
  • Mortgage Company Information
  • Tax Information
  • Monthly Bills that are due or pending

…in addition to many other critical financial, legal and business affairs that will need to be addressed.

Before Someone Dies Estate Planning Forms

Also included with this kit are several different estate planning forms that are important when helping someone take care of their final affairs. The forms that are included with the kit are…

  • Durable Financial Power of Attorney
  • Specific or Limited Power of Attorney
  • Durable Power of Attorney for Health Care
  • Last Will & Testament
  • Revocation Form

Before Someone Dies Estate Planning Organizational Worksheet

We have also created an extremely detailed 60-page worksheet that will walk you step-by-step through the entire process of getting together important financial, legal, and personal business documents along with answering questions like…

  • What should I do with the bank account(s)? Do I have someone close them or combine them?
  • Where is my safety deposit box information and what do I need to do with the safety deposit box?
  • Where is all of the insurance information and what do I do now? Who do I contact? What do I tell the beneficiaries? How do I file a claim?
  • The mortgage? Is it paid? What was the date of the last payment and are payments current? When is the next payment due?
  • What about any taxes? Have they been paid? Are they current? If not, what is owed?
  • Do I need to cancel any magazine subscriptions?

These are just a few of the many critical financial, legal and personal business issues covered in our Worksheet that you and your family will walk through together.

Also Includes…

Vital Records PortaVault®

The Before Someone Dies Estate Planning Forms and Organizational Kit also includes a Vital Records PortaVault® for you to keep all critical financial and legal documents together and organized in folders that are labeled for your specific family financial and legal needs. This allows for easy access and mobility and can be carried to your estate attorney, CPA, or other family member if needed.

In addition, we provide…

  • Consultation to answer any questions you may have during the process of walking through the Before Someone Dies Estate Planning Organizational Checklist and Worksheets.
  • Support information and resources regarding specialized arrangements for a Funeral and dealing with your Funeral Home.
  • Many different resources for handling grief during this emotional time in your lives.
  • Notary services to our clients in North and South Carolina at no additional charge.

“Having to deal, not only with the loss of my father but, the prospect of preparing my mother to deal with finances, banking and budget changes on top of Her loss; Graceful Goodbyes was a true Blessing! I was able to concentrate on my mom and our grief. Meanwhile, my other burdens were being taken care of without adding stress to my already unbearable situation. We are still reaping the benefits of your help by the knowledge you gave us through this process. Thank you for everything you did and continue to do.” ….. The Walkers

Using the Graceful Goodbye’s Before Someone Dies Estate Planning Forms and Organizational Kit will save you valuable time and money, reducing the stress of making final plans.

Having the peace of mind knowing your documents and personal business affairs are in order will allow you to focus on your own grief process, emotions, and loss of your loved one.

The price of this valuable kit is $300*

**Subject to shipping, handling and tax

**The Before Someone Dies Estate Planning Forms and Organizational Kit is available nationwide,
including Alaska and Hawaii.