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All My Ducks in a Row

“All My Ducks in a Row” is one of the most comprehensive, easy to use tools available to help you organize your affairs and prepare for the unexpected. The book includes worksheets to record details relating to your financial, legal and insurance affairs. It offers you an opportunity to give step-by-step guidance for your heirs if you become mentally incapacitated, instructions for your medical care, worksheets to record funeral preferences and obituary information, a comprehensive document locator system, and much more.

 

 Once completed, you’ll feel a great sense of accomplishment and peace of mind knowing that your affairs are in order and you’re not going to leave your grieving family in a state of chaos. Sometimes planning for the unexpected involves asking the question “What if I died unexpectedly?”  Just as important, however, is: “What if I live for a really, really, really long time?” This book can help on both fronts.

 

 "All My Ducks in a Row” will help you and your family accomplish
three very important things:

 

 1.  Save hard-earned money. Attorneys, accountants and financial advisors charge thousands of dollars to organize estates. A good portion of these expenses involve time spent tracking down records of what people own, what they owe, who is in charge, how do things get paid for, and who should receive the property when they die. Completing the forms in this book will save your family a great deal of money because everything will be organized.

 

 2. Save those you love a lot of grief. Loss of a loved one is tough enough on a grieving family. Sadly, the pain, stress, aggravation, family quarrels, lost time, and wasted money that result from poor planning can multiply that sorrow. Completing All My Ducks in a Row will help to clarify communication and will lay out a roadmap for your family to follow. Putting everything in order before a tragedy will not only simplify things for your family, it will clearly express to them how much you love them.

 

 3. Avoid legal and financial pitfalls. No one is an expert at everything. The wisest people are those who avoid mistakes by knowing when to seek advice. I have helped hundreds of families put the many pieces of their financial and legal planning in order. That knowledge and experience is built into this book and it is intended to help your family succeed in planning and make smart decisions.

 

Do this project with your family or by yourself. Do it at your kitchen table or at your favorite restaurant or coffee house. But as the Nike ad says, “JUST DO IT.” It may well be one of the most thoughtful and loving things you ever do for your family.