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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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