Kiyosaki walks readers through some childhood reminiscences, a contrast between his notverywealthy father and the dad of his friend who happened to be one of the richest residents of hawaii. Take time with your spouse and family members to sit down and complete this personal information. Rosens my family record book is billed as the easy way to organize personal information, financial plans and final wishes for seniors, caregivers, estate executors, etc. Attached to this publication are sample pages to help. Record of important papers financial security for all. Use the forms below as part of a family record book kept in a. Keep in mind that as you progress with your estate planning, your attorney should counsel you on all aspects of your plans as well as draft all legal documents. The household financial record book, with its easytouse format and examples, allows you or your loved one to list important financial accounts and personal assets and to create a hard copy of online information and critical passwords. A guide to my history, financial plans and final wishes. This book is designed to help you and your family organize your personal and financial information to provide an up to date reference for your family or friends. There are also a few personal documents organizers in deadtree version, like for the record with the same purpose, in case you want preprinted book. Rosens my family record book is billed as the easy way to organize personal information, financial plans and final wishes for seniors. Every time you retrieve the mail or obtain additional paperwork from work, from the bank, and so on, immediately. Monthly budget planner and receipt book to keep track of personal finances.
Sample 9 estate planning your records and personal information 10 spaces down. In short, its a book of life to leave behind for relatives and others who may be charged with putting your life in. The easy way to organize personal information, financial plans, and final wishes for seniors. With an updated, 2017 version, 20 years since it was first published, this read is one of the bestselling personal finance books ever. Use this document to record your familys important financial information. Store it in a safe place, and be sure to tell your executor or personal representative where to find it. Store it in a safe place, and be sure to tell your executor or personal representative. Place the bills to be paid stack into your new bills due file, place the papers in your to doread stack into your new to do or read files, file all items in your file stack in their appropriate files, and shred the remaining papers. You owe it to yourself and your family to complete your personal estate planning record. Store sensitive information in a fireproof lockbox, create a binder for other financial and legal records, and make a first needs folder. All the planning and preparation in the world wont save a family serious heartache if you dont make this information known to family members before the time comes.
The everything binder financial, estate and personal. My family record book is a complete stepbystep guide that will help you keep tract of and organize. Organize financial statements and legal documents before an emergency strikes. Use this document to record your family s important financial information. Your personal information can be entered into the record of important papers. First, get access to computer accounts and create backups of important paperwork. For documenting your family s important financial information.