All They’ll Need To Know
As seen in Escapees Magazine and Wisconsin Lawyer!
Easily Provide Your Family With All They’ll Need to Know During Any Family Emergency!
This A-B-C Simple and Easy Vital Records System will Protect Your Family in an Emergency!
When Hurricane Ike hit the Gulf Coast in 2008, our daughter’s beach house was destroyed.
They went from this adorable weekend cottage:
All that was left was a few of the pillars to hold the house up off the ground. When we were finally able to get on the peninsula to see for ourselves, we found that we had to prove ownership to even be admitted to the area.
Well, how can you do that if everything you have to prove ownership is lost?
When difficulty strikes, you’re stressed, confused and overwhelmed. The last thing you need is the difficulty of sorting through papers, looking for specific information that could protect your home, help you avoid frustrating legal issues, or even save a life.
In a perfect world, you’d have all of your documents organized and updated in a filing cabinet. But even then, it’s unrealistic to think you’re going to unload those drawers and take the information with you.
The problem is – getting all your most important information into one, easy-to-access system isn’t easy. When I set out to pull all my vital information together, it took days of checking out different financial institutions, planning organizations, etc. And that was just to figure out what I needed to have documented!
The fact is that there may come a day when your family may need important information you won’t be able to provide. The truth is, for most of us, it’s not a matter of IF an emergency will occur, but WHEN.
Frustrated with all the hassle of trying to figure out what information I really needed and how to put it together for my family, I decided to create a simple and complete kit so that others can have all the information they need in an emergency – at their fingertips, with none of the hassles I had to go through!
Finally, there’s a simple and quick solution to creating your vital record system!
All They’ll Need to Know, my easy vital record system, provides the forms to help you answer some very important questions that will be invaluable to your family in your absence.
All They’ll Need to Know will also help your loved ones to make decisions according to your wishes if you are not there to advise them due to illness, death, or other emergency. I’ve put the forms together in a simple format to save you time and research.
The 32-page book contains forms for providing:
Names of those to Notify
Financial Information regarding:
– Checking and Savings Accounts
– Location and Contents of Safe Deposit Box
– Certificates of Deposit
– Mutual Funds
– Savings Plans
– Retirement Programs
– Trust Accounts
– Real Estate
– Loans Payable and Receivable
– Credit Cards
1. Carry All They’ll Need to Know on extended vacations. This lightweight and portable booklet will provide access to credit card information in case of lost or stolen card; insurance information in case of accident at home or away; contact information for friends and family.
2. Take All They’ll Need to Know with you to complete loan applications and have access to all creditor information, including name, address, phone, account number, beginning balance, payment amount, payment date, etc.
3. Use All They’ll Need to Know as a reference tool at home for log in information and quick access to account numbers and other pertinent information.
4. All They’ll Need to Know is perfect for estate planning. Your financial planner will love it if you walk in prepared, and it will also save you countless hours of time!
5. All They’ll Need to Know provides all you need in one easy to use package!
Word of caution: This book, once completed, contains sensitive information that should be kept secure.
Take a look at what some of our customers have to say:
Here’s what the media is saying about All They’ll Need to Know!
If YOU were the one left to make arrangements for your loved ones, would YOU know what to do?
This easy solution to preparing your family’s important information will save you time, eliminate frustration and could even protect the life of someone in your family!
All They’ll Need to Know provides the forms to help you discuss and settle a variety of legal issues. . . saving your family endless hours of stress and hardship during an emergency situation.
With your All They’ll Need to Know easy record system, you’ll rest assured your family will be prepared in case of an emergency. Think of the peace and comfort your family will have, knowing all they’ll need is at their fingertips, easily available at a moment’s notice!
What’s my Investment?
If I were to come to your home and put this together for you, I would charge you hundreds, maybe even thousands of dollars. It would all depend on the availability of your documents. Would I have to search under your beds to find them? Would I have to call banks and insurance companies, even lawyers, for original documents?
Even if you were to compile the research for the vital records you’d need in case of emergency, it could take weeks. If you did it without a guide to walk you through the process, there’s about a 98% chance you wouldn’t even finish it.
All They’ll Need to Know was created for my own personal use. Only after it was completed did I realize that it could be a useful tool for anyone who used it. That’s important because I’ve already put it to the test. I know it works.
It’s as simple as that.