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Estate Documents Organizer: Personal Records Notebook with Tips, Tabs and Easy-Fill Forms

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Julianne Jones

960 ●●●●St W

So●●ma , California, 95476

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Estate Documents Organizer: Personal Records Notebook with Tips, Tabs and Easy-Fill Forms
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2 investments
3 legal docs
4 vehicles
5 medical
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house and property,investments,legal docs,vehicles,medical,about julie,product,shop,events,blog,digital assets,family and pets,site design by,chelsea clair design,emergency preparedness,info@estatedocsorganizer com,sitemap,ask questions,today,what,where
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Estate Documents Organizer: Personal Records Notebook with Tips, Tabs and Easy-Fill Forms

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Estate Documents Organizer-Document Essentials: Digital Assets, Electronic Records, Passwords

http://www.estatedocsorganizer.com/Digital-Assets.html

2010 Julie Jones, Consulting Services. NOTE: The Estate Documents Organizer is an administrative, personal record-keeping resource and is suggestive and informational only for the many details involved in the management of the broad categories of personal, financial, legal and medical affairs. In all particulars for laws, expert advice and services in any area covered, consult professionals. The book, forms and suggested topics make no written or oral representations or warranties of any kind.

2

Estate Documents Organizer-Document Essentials: Family and Pets Records, Information for Loved Ones

http://www.estatedocsorganizer.com/Family-Pets.html

The Estate Documents Organizer is a comprehensive checklist for collecting these important documents and holding them in a location that is easily accessible. It may take some time to get the records set up correctly, but there can be financial/tax consequences if the forms are missing or incomplete. 2010 Julie Jones, Consulting Services.

3

Estate Documents Organizer-Document Essentials: House and Property Records, Real Estate Documents

http://www.estatedocsorganizer.com/House-Property.html

Owning a house or other property requires legal protection and many legal records deed, mortgage, equity line of credit, insurance coverage, perhaps a living trust. These assets may be the basis of our estate and Will planning, and accurate and accessible records with the latest legal professional expertise are MUSTs in any estate plan. 2010 Julie Jones, Consulting Services.

4

Estate Documents Organizer-Document Essentials: Vehicles--Records for Cars, Motor Homes, Motorcycles, Trucks

http://www.estatedocsorganizer.com/Vehicles.html

There are many ways to “own” vehicles – outright, bank loan, lease.  It is important to have records for processing payments and, ultimately, the transfer of ownership through the Department of Motor Vehicles.   Also, accurate insurance coverage must be listed. The Estate Documents Organizer contains a form to list various types of vehicles and the ownership status,  insurance coverage, and licensing records. 169; 2010 Julie Jones, Consulting Services. .

5

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Last updated: 2011, June 15. Estate Documents Organizer - Estate Planning Document Essentials: Financial, Legal, Medical, Passwords, Pets. Estate Documents Organizer-Document Essentials: House and Property Records, Real Estate Documents. Estate Documents Organizer-Document Essentials: Financial, Income, Investments, Pensions, Retirement Accounts, Social Security Records. Estate Documents Organizer-Document Essentials: Legal Documents, Powers of Attorney, Trust Records, Will Location. May and Memorial Day...

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13 Documents You Need for Effective Planning | Born to Age Senior Care Directories for the SF Bay Area

http://www.borntoage.com/2013/09/11/13-documents-you-need-for-effective-planning

Yvonne Baginski, Editor. Compare Home Care Agencies. What People are Saying. About Born To Age. Napa, CA 94581. Articles – Live Better! A Year to Live. Intimacy in Nursing Homes: What Are Our Rights? Rules for Managing Aging and Caregiving. Veteran’s Benefits to Pay for Long Term Care. Slow Medicine: An Integrative Approach to Health and Healing. Alzheimer’s: Risk Factors and Preventative Measures. 13 Documents You Need for Effective Planning. Here are the important documents you’ll need. And b...A will ...

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Estate Docs Organizer 101: November 2014

http://estatedocsorganizer101.blogspot.com/2014_11_01_archive.html

Monday, November 24, 2014. Thanksgiving - trust or trouble for "giving" to heirs. See WSJ article at http:/ online.wsj.com/articles/the-trouble-with-trustees-1416606425. Estate Docs Organizer 101. Friday, November 7, 2014. Holiday season for scammers - precautions. For more ideas on organizing and protecting important papers and records. Http:/ www.aarp.org/money/scams-fraud/fraud-watch-network/. Winter scams at http:/ blog.aarp.org/2014/10/17/fall-fallout-its-time-for-front-door-fraud/? To organize and ...

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Estate Docs Organizer 101: August 2014

http://estatedocsorganizer101.blogspot.com/2014_08_01_archive.html

Tuesday, August 26, 2014. Robin Williams - Father plans for his children. Robin William's off-stage role as a father is reviewed in a recent article about the importance of proper and professional planning about how and when to leave an inheritance to children - ages, amounts, conditions, etc. See the complete article at: http:/ www.marketwatch.com/story/robin-williams-got-it-right-on-kids-trust-2014-08-14? Estate Docs Organizer 101. Offline death and online life - documents live on. Just today on Facebo...

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Estate Docs Organizer 101: "Estate Planning Fatigue" -- CNBC article provides overview

http://estatedocsorganizer101.blogspot.com/2015/06/estate-planning-fatigue-cnbc-article.html

Tuesday, June 30, 2015. Estate Planning Fatigue" - CNBC article provides overview. See the blog at www.estatedocsorganizer.com. For the comments on a recent CNBC article - yet another warning about planning and protection to save the value of assets and avoid potential legal and familial problems. The article link is at: http:/ www.cnbc.com/id/102788525. Estate Docs Organizer 101. Subscribe to: Post Comments (Atom). Visit www.estatedocsorganizer.com. Estate Docs Organizer 101. View my complete profile.

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Estate Docs Organizer 101: October 2014

http://estatedocsorganizer101.blogspot.com/2014_10_01_archive.html

Tuesday, October 28, 2014. Movie just released -" Death Makes Life Possible" - inspiring. Estate Docs Organizer 101. Wednesday, October 8, 2014. The Chase card - compromised and precautions. The recent "hacking" of Chase security for credit card information for 76 million is yet another reminder of how important it is to protect personal "electronic" information. See the NYT article for details and suggestions - and check out the A-Z format at www.estatedocsorganizer.com. Estate Docs Organizer 101.

estatedocsorganizer101.blogspot.com estatedocsorganizer101.blogspot.com

Estate Docs Organizer 101: Unexpected and devasting - Sheryl Sandberg's husband

http://estatedocsorganizer101.blogspot.com/2015/05/unexpected-and-devasting-sheryl.html

Thursday, May 7, 2015. Unexpected and devasting - Sheryl Sandberg's husband. Estate Docs Organizer 101. Subscribe to: Post Comments (Atom). Visit www.estatedocsorganizer.com. A-Z Personal Notebook with 90 pages, tips, tabs and forms. Estate Docs Organizer 101. To organize and manage important records for families and professionals, former ABC/ KGO-TV staffer Julie Jones has published the Estate Documents Organizer, in conjunction with her consulting/speaking business. View my complete profile.

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Estate Docs Organizer 101: Retirement Tips from CBS Marketwatch 4/24/15

http://estatedocsorganizer101.blogspot.com/2015/04/retirement-tips-from-cbs-marketwatch.html

Friday, April 24, 2015. Retirement Tips from CBS Marketwatch 4/24/15. This helpful information appeared on CBS Marketwatch today. Check out the link:. Http:/ www.marketwatch.com/story/5-things-you-need-to-have-a-successful-retirement-2015-04-24? Estate Docs Organizer 101. Subscribe to: Post Comments (Atom). Visit www.estatedocsorganizer.com. A-Z Personal Notebook with 90 pages, tips, tabs and forms. Estate Docs Organizer 101. View my complete profile. Retirement Tips from CBS Marketwatch 4/24/15.

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Estate Docs Organizer 101: July 2015

http://estatedocsorganizer101.blogspot.com/2015_07_01_archive.html

Thursday, July 30, 2015. TEK Talks with AARP and You Tube - tech updates and classes. Two great tools for continuing education are now provided by AARP and You Tube. I just completed 6 hours of tips and updates for business social media strategies. Personal tech updates are available through the helpful resources now offered at classes and on-line programs. See AARP information at http:/ www.aarp.org/home-family/personal-technology/tek/social-media-education-center/. Estate Docs Organizer 101. To organiz...

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Estate Docs Organizer 101: TEK Talks with AARP and You Tube - tech updates and classes

http://estatedocsorganizer101.blogspot.com/2015/07/tek-talks-with-aarp-and-you-tube-tech.html

Thursday, July 30, 2015. TEK Talks with AARP and You Tube - tech updates and classes. Two great tools for continuing education are now provided by AARP and You Tube. I just completed 6 hours of tips and updates for business social media strategies. Personal tech updates are available through the helpful resources now offered at classes and on-line programs. See AARP information at http:/ www.aarp.org/home-family/personal-technology/tek/social-media-education-center/. Estate Docs Organizer 101.

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Estate Docs Organizer 101

Thursday, October 19, 2017. Fires and Earthquakes - safety tips - October, 2017. And http:/ www.readyforwildfire.org/. Estate Docs Organizer 101. Thursday, October 5, 2017. Women - CFOs at home - New York Times. See the blog on the Estate Documents Organizer website for the article and thoughts on natural disaster emergencies.http:/ www.estatedocsorganizer.com/Blog.html. Estate Docs Organizer 101. Sunday, September 17, 2017. Wall St Journal reviews Equifax plus phone numbers. Estate Docs Organizer 101.

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