Business Owner, Sole Proprietor, Small Business, Family Run Business ~ THIS GUIDE is for YOU!

Ever been caught off guard by a sudden emergency? Feel like you can't think straight or make a clear definitive decision?

Now imagine trying to keep your business running, collect payments owed, keep workplace in running order, transition new management in while dealing with an emergency such as illness or death. Be prepared and have a plan! By taking the opportunity to document key information for your loved ones will alleviate pressure and unnecessary stress. It allows them to have a "go to" document which will allow them to make informed and confident decisions.

Many people will say to learn from others; well here is the opportunity to learn from me. Having lived through these stressful situations, being POA (power of attorney) & executor, being prepared was crucial for making decisions. It allows the transition and taking care of an estate to flow smoothly and be more bearable.

This planner is designed to be purposeful & resourceful. Be sure to keep it in a safe location due to the nature of private information documented. We do not provide an editable .pdf as we don't want to risk the security of your most important assets. Tell only your trusted loved ones where this document can be located, so in the event something does happen, things can be expedited quickly. The document may be printed and margins allow for hole-punching or binding.

USES FOR THE PLANNER:

▪ AFTER YOU FALL ILL, EXPERIENCE AN EMERGENCY, or PASS AWAY - REMOVING YOU FROM WORK. People will know what accounts to cancel, have access to your email, know where important papers are kept, and otherwise streamline what is already a painful process.

▪ ACCESSING ACCOUNTS & PAYROLL The information in the binder is often found in various forms, by having the Emergency Binder you can look up items at a moment's notice.

▪ FORCING YOU TO PREPARE FOR EMERGENCIES. It will force you to be better prepared when an emergency strikes.

WHAT YOU WILL RECEIVE:

✔ A high-quality PDF File

✔ The workbook contains 40+ pages

✔ Please note that these .pdf files are NOT editable

✔ TITLE PAGE, TABLE OF CONTENTS and 6 Sections Included

BUSINESS INFORMATION ~ Owner & Business Partner / Business Registration / Tax Number / Associations & Regulations / Important Contacts / Document Location

FINANCIAL DETAILS ~ Bank Accounts / Credit Cards / Debts Owed & To Be Collected / Investments / Other Assets

ACCOUNTS & PROGRAMS ~ Accounts & Programs / Password Tracker

INSURANCE INFORMATION ~ Insurance Broker / Owner Insurance / Employee Insurance / Property Insurance / Vehicle Insurance

EMPLOYEE DETAILS ~ Employee Contacts / Payroll Contact & Account

WORKPLACE LOCATION ~ Real Estate & Workplace / Property Management / Copy Of Lease / Property With Tenants / Utilities

PRINTING RECOMMENDATIONS:

8 1/2" x 11" paper

BINDING or HOLE PUNCHING:

May be bound by local printing company

Margins allow for hole punching

Print, hole punch & store in a binder with other important documents

STORAGE:

Store in a safe place due to important access information being documented

𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝗡𝗢𝗧𝗘𝗦:

1. For reading PDF files you might need Adobe Acrobat Reader, here's a link for a free download: https://get.adobe.com/reader/

2. You can print as many copies as you want, but please note - the item is for your personal use ONLY.

It is NOT allowed to share/distribute/resell or copy planner pages in order to sell them as your own work.

3. The item is NOT editable and will come as shown in the listing pictures.

4. Due to this being a digital product, no refunds will be given. If you have any questions, please ask before purchasing.

5. This is not a legal document.

𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗣𝗥𝗢𝗖𝗘𝗦𝗦:

1. Add the item to your cart

2. Select a payment method

3. Once the payment is complete, the download will be available in your purchase area. (Go to You > Purchases and Reviews > Click the button "Download Files")

4. When downloaded, you can print as many copies of the design as you'd like

All of the files are original and copyright to Savvy Agent Society

Please contact me if you have any problems with the files.

I do my best to reply to all messages within 24 hours during the week and 48 hours on the weekend.

Thank you for taking the time to view our products and be sure to hit the FOLLOW button to see more new products we will be adding in the near future!