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    Ready or Not: The Information Station for Your Life's Records
    Ready or Not: The Information Station for Your Life's Records
    Ready or Not: The Information Station for Your Life's Records
    Ebook106 pages15 minutes

    Ready or Not: The Information Station for Your Life's Records

    By Julie Edstrom

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    About this ebook

    Give yourself and those you care about most the gift of peace of mind. Be ready for the inevitable transitions in your life by having all your important records, papers and other documents organized and accessible. Learn to use the "Ready or Not" system which not only helps you identify your assets/debts, but also any "holes" in your plans.
    LanguageEnglish
    PublisherAuthorHouse
    Release dateJul 9, 2020
    ISBN9781728362120
    Ready or Not: The Information Station for Your Life's Records
    Author

    Julie Edstrom

    Julie Edstrom majored in English and journalism and has worked for local newspapers near her home in Stillwater, MN. She also holds a masters degree in theology, and is a certified spiritual director. She and her husband have three grown sons.

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      Book preview

      Ready or Not - Julie Edstrom

      © 2020 Julie Edstrom. All rights reserved.

      No part of this book may be reproduced, stored in a retrieval system, or

      transmitted by any means without the written permission of the author.

      AuthorHouse™

      1663 Liberty Drive

      Bloomington, IN 47403

      www.authorhouse.com

      Phone: 1 (800) 839-8640

      Because of the dynamic nature of the Internet, any web addresses or links contained in

      this book may have changed since publication and may no longer be valid. The views

      expressed in this work are solely those of the author and do not necessarily reflect the views

      of the publisher, and the publisher hereby disclaims any responsibility for them.

      ISBN: 978-1-7283-6052-2 (sc)

      ISBN: 978-1-7283-6212-0 (e)

      Library of Congress Control Number: 2020909227

      Published by AuthorHouse 07/09/2020

      11192.png

      Contents

      Identification

      Using the workbook

      Some advice

      What is is – What’s next?

      Banking checklist

      Checking Account(s) Information/Statements

      Debit/Credit Card Password, Statement

      Lines of Credit

      Safety Deposit Box

      Savings Account(s) Information/Statement(s)

      Automatic Payment(s)

      Loan Payment(s)

      Other

      Business/Employer checklist

      Buy/Sell Agreement(s)

      Deferred Compensation

      Financial Benefits after death

      Partnership Agreement(s)

      Pension and/or Profit Sharing Plan(s)

      Stock Certificates

      Stock Option Plan(s)

      401K/403B Plan(s)

      Union Information

      Work History

      Resume

      Other

      Insurance checklist

      Auto, Boat, Recreational Vehicle

      Health Insurance

      Homeowners Insurance

      Life Insurance

      Long Term Care/Disability

      Personal Property

      Other

      Legal issues checklist

      Attorney(s)

      Beneficiary Designation

      Estate

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