Beneficiary Directory – Book

$21.95

In stock

ONE FILE. ONE LOCATION. ONE CALL.™

Beneficiary Directory for Individuals
Beneficiary Directory for couples
Beneficiary Directory for Financial Professionals

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

In stock

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Description

The Beneficiary Directory gives you a step-by-step guide to putting the most significant documents in your life in order. It does not require a complicated filing system but instead works with the one you already know and use, 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?

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. Created by accountant and financial planner Mark H. Kaizerman, the Beneficiary Directory has been in use for some time with his exclusive client list, and now he brings it to the general public in its uncomplicated format. 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.

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