Recently, I met Gwen Morgan, who introduced me to a book she has put together to help her clients simplify and organize themselves when they pass away. Its a book that has all kinds of information in it, such as information a person can fill in their bank accounts, information on their kids, such as teachers, allergies, and final wishes. While a court will not recognize the What if… book as a will, it does give the next of kin a good idea and direction with the deceased final wishes. It would be a great tool to use in conjunction with a will. I generally give the What if… book to my clients complimentary. I think its a nice value add to my services. In general, people don’t like doing wills, and estate planning, as it reminds them of their own mortality. However, I think people do genuinely enjoy filling the book out, I highly recommend it.
Tags: Estate Planning, wills
