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"When you can't cope with change, you feel overwhelmed, and you look for a simple solution."



IMPORTANT INFORMATION
(personal • financial •
estate documents)
Used to keep track of your information, as well as, share with loved ones as needed.​​​​
MONTHLY TO DOS
Compile this list for trusted loved ones who will handle your daily / monthly / yearly responsibilities.​​
ESTATE CLOSEOUT
Comprehensive list of items you will want to search for and complete when closing out an estate.​​
Includes:
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Checklist
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Instructions
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Methods for Organizing and Storing
Includes:
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Monthly To Dos
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Instructions
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Examples
Includes:
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Estate Closeout Checklist
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