The Beneficiary Directory gives you a step-by-step guide to putting the most significant documents in your life in order. With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving loved ones an easy transition in an otherwise difficult period. Endorsed by leaders of the financial planning, legal, accounting, and health care communities as a valuable addition to all estate plans, the Beneficiary Directory helps ensure that your values, beliefs, and influence can continue uninterrupted into the future. Now you can have peace of mind in knowing that you’ve done your best for your loved ones and nothing important will be overlooked.
  • 68 pages, hardcover binding
  • Clear and uncomplicated
  • Comprehensive forms and checklists
  • For Individuals, Couples, Financial and Estate Planners, Attorneys