This Commercial Use Estate Planner was created so you can help your clients get all their important information together in one place, this is a Canva Template that you can put your logo, name and brand on to sell to your clients.
It's never easy when someone passes away, but you can make it easier on your loved ones by putting all the essential information in one place. Do they know what accounts you have that need to be closed? Do they know what type of service you would like, if that is important to you?
Do they know how where you keep extra keys? Use this planner to document all the little details.This is an instant download printable planner template. There is nothing to be shipped. You will receive the download link upon payment.
You will receive a Canva Template Link for this planner so you can add or remove pages, change the colors and fonts to match your brand, change the text, add your logo and business details and sell it as your own to our customers. This 39-page planner is a must have for every family!
Cover Page
Personal Information
Medical Information
Important Contacts
Things to Take Care of Checklist
Where Is It Worksheets
Important Dates
My Favorite Memories Worksheets
Log in Worksheets
Funeral Wishlist Worksheet
Memorial Service Worksheet
Letter To Be Read At Service
Property Worksheet
Personal Items Worksheets
Government Benefits
Insurances Worksheets
Finances Worksheets
Bank Account Worksheets
Investments Worksheets
Credit Card Worksheets
Loans Worksheets
4 Letter Worksheets for Loved Ones
Family members who wants to provide their family with the information needed to settle their estate
Senior citizens who want to make things easier on their loved on, especially if they live far away
Anyone who wants their express their wishes for personal items, or even their service details
The Commercial Use Estate Planner is a comprehensive, easy to use planner to help keep your important information in one easy place to find.
Copyright 2022 Marketing For Organizers All Rights Reserved Worldwide
