Put Your Life in Order.


Provides Peace of Mind with One Simple System

Endorsed by leaders of the financial planning, legal, accounting and health care communities as a valuable addition to all estate plans, the Beneficiary Directory book and Beneficiary Directory Workbook have also received rave reviews from individuals who‘ve put the system into practice.

Watch author Mark Kaizerman introduce the Beneficiary Directory

The Beneficiary Directory is your personal system to organize your important documents and guide your beneficiaries.

“The Beneficiary Directory enables us to provide turn-key information and instructions to our loved ones for when they need it most. It will be hard enough on them when we pass; the Beneficiary Directory eliminates the guesswork while settling our affairs. An estate plan is simply not complete without it.”

Brett and Larissa Nigro

“. . .Provides peace of mind with one simple system—a rare book that could benefit every American family for generations to come.”

Daniel E. Sutton, CFP, Financial Advisor

“It’s a relief to know that my loved ones will be able to find my paperwork easily if the need arises. I also appreciate knowing there’s a back-up copy of all my important paperwork for my own use.”

Hannah Sukonick

“Save loved ones countless hours of painstaking paper searching. No more hunting and gathering of information; it’s all right there in the Beneficiary Directory.

David M. Lipshutz, Esq., Seegel, Lipshutz & Wilchins, PC

“After hearing of difficulties people incurred in the area of document availability, we did this for the convenience of our children. As it turns out, it has proven to be a convenience to us. Everything we could ever need in the line of important documents can be quickly located.”

Jim and Alice Martin

“The Beneficiary Directory asks the right questions and encourages individuals to start to organize their important documents. Mark Kaizerman’s personal and professional experience has created the tool to make this happen.”

Harley Gordon, Esq., Founding Member, National Academy of Elder Law Attorneys

“Simple . . . logical . . . practical . . . functional. Why doesn’t everyone have this kind of resource? When faced with my own mortality a dozen years ago, I sought a source to help shelter my wife and children in my absence. The Beneficiary Directory brings the financial planning process full circle.”

Len Kagno

“Patients rarely have the appropriate documentation when they come to the hospital. Not having this available is a significant hardship for the family or guardian and, ultimately, the patient. I recommend the Beneficiary Directory to all families who find themselves in these difficult situations.”

Elliot Schwartz, Vice-president of Finance and Treasurer, Jordan health Systems, Inc.

“The Beneficiary Directory is such a great idea. It’s very easy to understand and follow. We feel better knowing all our important documents will be easy to find in the event that something happens. It’s something everyone needs to think about.”

Richard and Lori Ebbs

“We all have very busy lifestyles . . . if something happens to us, our survivors will have a difficult time getting the papers they need. The Beneficiary Directory forces everyone to get his or her life in order. The major benefit of the Beneficiary Directory system is that once all the hard work is done . . . we can breathe a bit easier.”

Walter B. Einstein

“I consider the Beneficiary Directory a great gift to my family. At a time of emotional stress, the knowledge that they have to contact only one person to learn the location of all essential papers will bring relief to them and affords me peace of mind now.”

Doris Doull


With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving your family an easy transition in an otherwise difficult period.

When you realize how important it is to put your most significant documents in order, the Beneficiary Directory gives you a step-by-step system that’s incredibly easy to follow. It doesn’t require that you revamp any of your existing files, but instead works with what you have, helping you answer these questions:

  • What documents do I need?
  • How will my beneficiaries find these documents?
  • Who should have access to these documents, and when?
  • Who will best advise my beneficiaries?

Can a piece of paper change everything?

In one drawer, I found Dad’s military discharge paperwork from the 1940s, and I was ready to toss it when he said it was an important document I should save. I thought, It’s been almost sixty years since he completed his service. Why would anyone need to see his discharge paperwork? But, oh well, it was only one more sheet of paper, and obviously it still meant a lot to my father, so I kept it.

Dad’s battle with cancer came to an end in April 2004. My brother and I went to the mortuary to arrange for his burial. In planning the memorial service, the funeral director asked the typical questions, but one took us by surprise…

Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory
The Beneficiary Directory