Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes

Use this helpful planner to give you and your loved ones peace of mind. Gather vital details about your contacts, legal matters, health, financial affairs, instructions, and more. Enter the information in this guided planner, and keep it in a secure location. Valuable and practical, it is a tremendous gift for your family and/or personal representatives. Your Peace of Mind Planner covers: My Personal Information My Medical Information Key Contact Information. At the Time of My Passing My Dependents Important Documents Financial Information Commercial/Business Information What Beneficiaries Can Expect Personal Property Insurance My Pets What to Pay, Close, and Cancel Email and Social Media Miscellaneous Information My Personal Wishes Last Words Note: This planner is not a legal document and does not replace a valid will.