The Guide

The Guide : Preparation Checklist

Your Survivor Guide™ Planning System Includes
  • An organized binder designed to include a broad range of information and documents pertinent to your personal affairs.
  • Easy-to-follow instructions to assist in the construction of your personally-tailored version of the Survivor Guide.
  • An easy-to-follow Survivor Guide™ flowchart to help navigate your surviving spouse, partner or executor through the stressful, confusing, and often frustrating process that follows the loss of a loved one.
  • Data sheets to support the comprehensive collection of important personal and financial information.
  • A collection of useful form letters.
  • The Survivor’s Journal
  • A flexible design that can accommodate your specific needs.

A flowchart provides the survivor with step by step instructions that help alleviate the stress and frustration that frequently occurs when you have to deal with legal and financial issues during the grieving process.

From start to finish,Tthe Survivor Guide™ flowchart offers detailed guidance along with contact information and personal note from your loved one.

Builder’s Tools

The Survivor Guide™ planning system includes various data sheets and form letters that support your collection of personal, legal and financial data. They can serve as a summary of the many documents you choose to include in your Survivor Guide™.

Additionally, you will find ample space provided throughout the planning system, referred to as “builder’s notes”, for additional notes and directions you might provide to assist in guiding your surviving loved ones.

The Survivor Guide™ planning system includes eight predefined sections into which you can organize your information. Each section has its own tabbed divider.