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Personalized Estate Inventory Booklet
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Your clients will appreciate and keep this valuable management tool.

Page 1 of Booklet....
This booklet was given to you by someone special who wanted to promote goodwill and to show their appreciation for your business and trust you have placed in them.

In our society today, confusion and chaos is all around us. Organizing ones affairs is sometimes lost or forgotten.

As we grow older our memory can sometimes start to fade a little. With this in mind, this booklet serves as an organizer of important information along with where to find certain documents that will be needed at the most critical and emotional of times.

Dear Loved Ones,

In this booklet, we have recorded information you will need when the time comes, to settling our affairs. I have given a great deal of thought to our wishes concerning final arrangements as well. We have tried to minimize the emotional strain and distress that you would face if these decisions were left to you with no indication of my specific wishes.

We trust that this booklet will help you to avoid confusion, extra expense and any undue anxiety.
Love,
____________________________________
(Husband / Dad)
____________________________________
(Wife / Mom)
____________________________________
Date
 


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