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According to Thornton Wilder, "We can only be said to be alive in those moments when our hearts are conscious of our treasures." In this well-organized book, readers will find many practical tools that not only provide a step-by step process but also provide peace of mind.
The ABA Checklist for Family Heirs is an invaluable resource for anyone wanting assistance in organizing information both for themselves and for their heirs. The book comes complete with a CD of documents that can be customized according to your needs. Checklists include: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
I have used this book and appreciate that the information and instructions are simple to follow and that the forms can be edited and modified as appropriate. It is a great relief to know that everything my heirs need to know is now organized and in one place. This book is simply a treasure!