12 Critical Things Your Family Needs to Know front cover. Get your affairs in order.

Write down your information & decisions

What You Have

  • assets
  • liabilities
  • real estate
  • insurance
  • annuities
  • mutual funds
  • retirement plans
  • military benefits
  • valuable collections
  • antiques

Where It's Located

  • important keys
  • files
  • deeds
  • family medical history
  • advisors
  • safe deposit box
  • storage unit
  • tax records
  • appraisals
  • wills
  • trusts

What Your Wishes Are

  • who gets what
  • organ donation
  • living will
  • funeral planning
  • obituary
  • memorial donations
  • burial or cremation

In the Media

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About

The story behind this book :

“My father died in March 2003. He was 67 years old. Fortunately, we knew he wanted to be cremated, followed by a small private service. Not having to guess at his wishes made this terrible time much easier.

Despite Dad being fairly organized with a logical filing system, my family spent countless grief-filled hours over the following eight weeks looking for important documents, advisors, keys, and operating instructions.

A few months later, after my own daughter was born, I was driving home and started thinking "What if something happened to me tonight? So I started the long process of researching and putting this book together.

Once the book was finally written, the rest was easy. The short time invested in getting our affairs in order was well spent - we're finally organized and have real peace of mind.”

Check out our ultimate workbook, the extremely* comprehensive "All Right Here Life & Affairs Organizer"

* It's often too comprehensive. “12 Critical Things…” is usually the right choice (and cheaper).

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Benefits

Here's what's great about using our workbook and getting your affairs in order:

  • It's Easy - Just follow the pages, step-by-step
  • Mac & PC Friendly - Digital PDF version works with both
  • Shows Your Family How Much You Love Them !

1-minute video: "Get Your Ducks in a Row"

Customize this book into a great marketing tool or employee benefit !

What's In The Book ?

The book's title, "12 Critical Things Your Family Needs To Know," refers to the twelve major areas of critical decisions and information the book guides you to provide for your family:

  • Personal & Family Information
  • Family Medical History
  • Advance Health Care Directives
  • Organ+ Donation Choices
  • Final Arrangements
  • Wills, Trusts & Estate Plans
  • Insurance
  • Investments, Bank Accounts & Other Financial Assets
  • Retirement Plans & Annuities
  • Real Estate: Your Primary Residence
  • Debts & Liabilities

There's more :

( These don't fit neatly into the categories above )

  • Where  is the safe/safe deposit box/storage unit? What's in there and how can it be accessed?
  • Should  you be cremated? (this assumes you are dead, otherwise cremation can be quite uncomfortable)
  • What  is your blood type? Do you want to donate your organs?
  • How  can the alarm system or water supply be shut-off in your home?
  • How  expensive* should your final arrangements be?
  • * Save thousands of dollars by answering one question (PDF article).

  • Where  are your financial assets (firms, account numbers, contacts, etc)?
  • Are  there any old life insurance policies or retirement plans from the military or jobs you left long ago?
  • Who  should get your (insert cherished item here) when you die?
  • (Or would you prefer that your family fight it out at your funeral?)

And also :

  • Location & keys for storage units and PO boxes.
  • Allergies, prescriptions, medical history and health care provider info.
  • Free resource to download living will documents (remember Terri Schiavo ?).
  • And on and on …

 Look inside: 

Table of contents

Information about the user sample for 12 Critical Things Your Family Needs to Know

From the 'Medical History' section :

Medical history sample (allergies + surgeries & proceedures) for 12 Critical Things Your Family Needs to Know
Extended family medical history sample for 12 Critical Things Your Family Needs to Know

From the 'Final Arrangements' section :

Final arrangements sample for 12 Critical Things Your Family Needs to Know

From the 'Real Estate' section :

Home service providers and contractors sample for 12 Critical Things Your Family Needs to Know

From the 'Personal Finances' section :

Annuities personal financial info sample for 12 Critical Things Your Family Needs to Know

'Gifts of Property' :

Gifts of property sample for 12 Critical Things Your Family Needs to Know

Safe, Safe Deposit Box & Storate Unit :

Safe, safe deposit box, storage unit sample for 12 Critical Things Your Family Needs to Know

 Get Your Affairs In Order ! 

 What are you waiting for? 

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Contact Info:

  • Tel: (2O1) 32 zero-32O eight
  • Email: mgav [at] colehouse [dot] net
  • Mail: Cole House LLC · PO Box 91 · Mendham, NJ 07945

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