INTRODUCTION -- explains the personal story behind the creation of this workbook and helps you understand the value of getting organized before you experience a crisis...including:

• one accessible location for all the information loved ones and executors will need
• an opportunity to arrange your will and Power of Attorney for Health Care
• a way to encourage unambiguous communication among family members
• the chance to plan your own funeral and the disposition of your remains
• information teaching you how to deal with funeral-industry professionals
• time to convey specific instructions to ensure that your wishes are carried out

HOW TO USE THIS BOOK -- offers some tips for how to set up your filing system and record your vital information...including:

• using this workbook -- singles versus couples
• updating your workbook
• where to store the book and copies of your vital records
• listing additional information
• using the included CD-ROM

ALL ABOUT YOU -- offers 23 pages of forms for recording important information about you, your family, and your personal documents...including:

• contact info and vital statistics for all family members
• location of housekeys, computer passwords, safe, storage unit, etc.
• location of medical records and your basic health information
• details about your pets
• important contacts, service providers, and organizations
• bequeathed items and items for charity
• hiding places others might not know about
• details and location of legal documents (will, trust, power of attorney, DNR, etc.)

ALL ABOUT THE MONEY -- offers 36 pages of forms for recording important information about your finances...including:

• bank and credit union accounts and safe deposit boxes
• income and revenue
• auto-pay arrangements, loans, and credit cards
• investments, retirement accounts, and advisors
• real estate holdings, rental property, and rented property
• other assets, intellectual property, and collectibles
• details of any legal matters
• loans you have made and money owed to you

ARE YOU COVERED? -- offers 7 pages of forms for recording important information about your insurance coverage...including:

• health insurance policies
• homeowner's, renter's, and rental property insurance
• disability insurance
• life insurance
• vehicle insurance
• other coverage

YOUR LIVELIHOOD -- offers 9 pages of forms for recording important information about your work life...including:

• employment records
• vital business information about your company
• key employees and other contacts
• business banking details
• business insurance policies
• important policies and procedures

A GRACEFUL FAREWELL -- offers 22 pages of valuable guidance, advice, and forms for recording important information about your final wishes...including:

• accepting our end-of-life limitations
• what you want to happen if you can no longer care for yourself
• dealing with death gracefully
• how you want to be cared for close to your death
• options for a service, memorial, etc. after death
• planning and making funeral arrangements
• home services, embalming, organ donation, and medical bequests
• the careful way to prepay for your funeral costs
• being a savvy consumer
• setting up your funeral instructions
• your obituary or notice and contact list

DOCUMENT LOCATION CHECKLIST -- offers a quick reference for helping loved ones find your important paperwork when the time comes...including:

• vital personal records
• medical records
• legal papers
• family papers
• insurance and property records
• financial records
• business and work records
• end of life paperwork