In one drawer, I found Dad’s military discharge paperwork from the 1940s, and I was ready to toss it when he said it was an important document I should save. I thought, It’s been almost sixty years since he completed his service. Why would anyone need to see his discharge paperwork? But, oh well, it was only one more sheet of paper, and obviously it still meant a lot to my father, so I kept it.

Dad’s battle with cancer came to an end in April 2004. My brother and I went to the mortuary to arrange for his burial. In planning the memorial service, the funeral director asked the typical questions, but one took us by surprise... (Click here to read the rest of the preface by Mark Kaizerman.)

With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving your family an easy transition in an otherwise difficult period.

When you realize how important it is to put your most significant documents in order, the Beneficiary Directory gives you a step-by-step system that’s incredibly easy to follow. It doesn’t require that you revamp any of your existing files, but instead works with what you have, helping you answer these questions:

• What documents do I need?
• How will my beneficiaries find these documents?
• Who should have access to these documents, and when?
• Who will best advise my beneficiaries?
  

Now you can have peace of mind in knowing that nothing important will be overlooked. When you’re ready to get your copy of the Beneficiary Directory, click here to download our order form.

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And if your group would like the accountant and financial planner who created the Beneficiary Directory to explain in person how best to use it, please contact us for more information.