Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes

In case you missed it, I highly recommend reading this valuable new resource from AARP and the American Bar Association about putting a plan in place and building a checklist.  A Checklist for My Family guides you through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care and more. It also tells you what you need, why you need it, what’s missing and where to get it.

While giving you peace of mind, this book is also a gift to your loved ones. It spares them stressful decisions and needless frustrations when you’re ill or after your death. And it presents them with your legacy, by providing specific knowledge of family history and recollections about your life, interests and accomplishments.

With this one-of-a-kind guide, you’ll stay in control of your life and feel satisfied in knowing that if anything happens to you, you — and your family — will be well prepared.

At Tacoma Elder Care, we are always working on ways to help you. If you are just beginning to think about your planning, we highly recommend attending one of our FREE workshops to learn more about how to start, and the most important documents everyone needs to have in place. Contact us today to register, or to schedule a FREE consultation.