"A must for those who say “I'll get around to it" but never do."
"I found the workbook so useful I gave a copy to six friends for Christmas."
"After losing a family member to cancer at the young age of 40, I learned how important it is to have everything together"
"Leaving an estate in disarray is a heart wrenching legacy for family and friends left behind."
Simple binder format with 25 tabs, allows you to add new sections and make updates easily. View assembly instructions.
Logical & Easy to Use
To the point questions and forms to follow along easily. No legal speak, fill in the blanks or file documents in plastic sleeves.
Companion to your Will
Covers important details rarely outlined in your will, all in one central spot. A complete after-death checklist.
The Ultimate Checklist
Why you should complete this estate planning workbook and after death checklist:
Your loved ones can focus on grieving and celebrating your life.
It opens communication about difficult topics.
We are all going to die, so be prepared.
It's smart business, even in death.VIEW PURCHASE OPTIONS
What's inside this book
This step-by-step workbook includes everything you need to ensure your estate is in order
Compile all health care information to ensure your wishes are recorded and honored.
Collect and file copies of your will and other pertinent legal information.
Include records of all financial documents, contacts, and clear instructions.
Taxes & Investments
Organize recent tax returns and provide investment documents and instructions.
Memberships / Clubs
Compile all membership and club details for easy cancellation or transfer.
List all professional and personal responsibilities so relevant individuals can be alerted.
Record usernames, passwords and other personal information for any profiles.
Obituary & Wishes
Provide important details and so your loved ones know the best way to honor you.
Rosemary Pahl RN, MBA was President and CEO of hospitals in Edmonton, Vancouver and Toronto, Canada. In addition, she was also COO of a railtour company and CFO of a national law firm prior to retiring to join the family oil and gas business in 2007.
Following the deaths of her elderly parents and a close friend, she learned firsthand how overwhelming it can be to wrap up a loved one's estate without the necessary information. She created the first copy of The Departing Details Workbook as a gift for her family.Contact Rosemary