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To: JD86
Check out this book: "The Beneficiary Book," by Martin Kuritz, John S. Sampson, David J. Sanchez, Viking, Published by the Penguin Group, ISBN 0-670-86716-0.

It's a three-ring binder with nine sections: (1) Important Personal Information; (2) Information about your family's Medical History; (3) Information about Your Final Arrangements; (4) Information about Your Estate; (5) Information about your Finances; (6) Information about Your Investments; (7) Information about your Personal Possessions; (8) Information about your Business;; and (9) Some other Questions, Answers and Thoughts.

The last section mentions "Don't forget your Pets." Also, don't forget to indicate idiocyncracies about your house, where the gas, water and electric meters are located and how to shut them off in an emergency.

It's a fill-in-the blanks type of book and I've never seen anything better. The introduction mentions: "What's important about this book is that it provides "now" answers in time of need. Loved ones will not have to guess at questions such as: "how would you like to be remembered?" "Who owes you money?" "How often do you change the oil in the car. Even "Who gets our golf clubs?"

The Beneficiary Book also offers living benefits. There are a variety of inventory lists in the book that identify and detail your personal property by its physical description, date of purchase, serial number and value. Several victims of natural disasters mentioned that these lists helped expedite their insurance claims. Many others have reported that having all their "stuff" centrally recorded generated peace of mind for themselves and their families. That's what The Beneficiary Book is about, peace of mind generated by an act of kindness.

126 posted on 12/06/2001 7:32:52 PM PST by WillaJohns
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To: WillaJohns
Thanks for the great resource. I was with clients tonight that were concerned about who would take care of their pets. It is an important question for many people.
159 posted on 12/06/2001 8:03:38 PM PST by JD86
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