Set Your House in Order: A Workbook to Organize Your Finances and Plan Your Estate

Give the Gift of Your Organized Estate Over the next 50 years, between $41 trillion and $136 trillion will pass from the older to younger generations.* Many people realize that their financial affairs are not completely in order, and those who do not leave their loved ones a well-organized estate do them a tremendous disservice. Settling a disorganized estate is usually more expensive, and it compounds the emotional stress survivors experience. So, keeping all of your important estate documents organized in one place is one of the best gifts you can give those that remain after your passing. The Set Your House in Order workbook contains practically everything a person needs to effectively create, plan, and organize his or her estate documents. Sections include financial advisors lists, safe deposit box information, debt lists, account numbers lists, asset inventory forms, insurance details, and more. This is also a wonderful gift for parents or grandparents. Scripture Application: "A good man leaves an inheritance to his children's children" Proverbs 13:22 (NASB). TABLE OF CONTENTS Section 1 - Personal Financial Statement / Document Organizer Section 2 - Estimated Monthly Budget / Future Income Section 3 - Advisors / Safe-Deposit Box / Debt List / Accounts Section 4 - Asset Inventory Section 5 - Insurance Section 6 - Estate Documents Section 7 - Family / Optional Ideas