What I Have & Where It Is: The Peace of Mind Rodmap

Get Your Affairs in Order and Organize Key Documents for Your Loved Ones

De: Julie Calligaro

Narrado por: Virtual Voice

About this Book
If something happened to you tomorrow, would your loved ones know what you have—and where to find it?

What I Have & Where It Is: The Peace of Mind Roadmap helps you organize the vital details of your estate, legal, and financial life—all on one simple checklist. It’s an easy way to make certain your family doesn't overlook a valuable asset and protects them from stress, confusion, and uncertainty when they will need order and clarity.

Inside, You’ll Discover: A step-by-step guide to getting your affairs in order
Clearly explains how to document what you have and where it is, so nothing is lost or overlooked at disability or death.

• Fast and simple with the “What I Have & Where It Is” Checklist - Use the Checklist to get organized quickly—no need to gather every document in one place unless you choose to. The Checklist alone gets the job done.
• Estate-planning essentials in plain English - Learn what estate planning documents you need, how they work, and how to add them to your Checklist. If you already have an estate plan, add it to your Checklist.
• Practical guidance for every life situation - Ideal for singles, married couples, unmarried partners, and adult children helping parents. The process works for everyone.
• Special Instructions - For family members with special needs, new family members, travel, and emergency evacuation.
• Includes caring for pets when the owner can’t - Provides simple steps and forms for documenting your pet’s routines, medical needs, and caregivers so your pets stay safe and cared for if you can’t.
• Includes the Checklists and forms + downloadable versions - Easily update your Checklist anytime. If you buy or sell assets or open or close accounts, simply revise your Checklist to keep it current.
• Expert Guidance – From a retired estate planning attorney who has helped thousands of families prepare for life's "what ifs".
• Give yourself and your family peace of mind -A small investment of time now prevents stress, confusion, and guesswork later—giving loved ones clarity when they need it most.

Perfect for anyone who wants to:
• Get their affairs in order
• Help parents or loved ones get organized
• Reduce stress and confusion for family members at disability or death
• Create a clear record of “what you have and where it is”
• Protect their beloved pets at the owner's disability or death.

With this guide, you'll gain the peace of mind knowing your affairs are in order, your documents are accessible, and your family won't be left guessing or overlook a valuable asset. Easy to follow, practical and comprehensive - the perfect tool to protect your loved ones—and give lasting peace of mind to you and the people you love.