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

For most people a sudden illness, medical event or death of a loved one will be one of the most critical and stressful day of your life! 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 pertaining to your home, pet, children, banking, house bills.

Many people will say to learn from others; well here is the opportunity to learn from me. Having lived through these situations, being POA (power of attorney) & executor, being prepared was crucial for making decisions. It allows the stages to follow 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 PASS AWAY. 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.

▪ FILLING OUT APPLICATIONS. The information in the binder is often found in various forms, by having the IN CASE OF EMERGENCY Workbook you can look that stuff up at a moment's notice.

▪ MAKE SURE YOU KNOW WHAT YOUR ASSETS ARE. By going through and inventorying all your assets, you have a better idea of where you are financial.

▪ 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 document contains 72 pages that you can put into a binder

✔ Please note that these .pdf files are NOT editable

✔ TITLE PAGE, TABLE OF CONTENTS and 6 Sections Included

PERSONAL INFORMATION ~ Personal Information, Family Members, Pet Information, Previous Addresses, Employment History

MEDICAL INFORMATION ~ Doctors & Specialists, Diagnosis & Medications, Family Medical History, Long Term Care, Organ & Body Donation, Medical Documents

FINAL ARRANGEMENTS ~ Guardianship Information, Final Arrangements, Estate Plans, Lawyer Contact Information, Will & POA Document Location, Other Contacts, Pre-Arranged Funeral Information, Eulogy Notes

HOUSE INFORMATION ~ Property Insurance, Utilities, Property Taxes, Care & Maintenance, Home Service Vendors

ASSETS & ACCOUNTS ~ Bank Accounts/Credit Cards, Investments, Life Insurance, Real Estate, Vehicles, Valuables, Debt Owed/To Be Collected, Other Assets

OTHER INFORMATION ~ Document Location, Subscriptions, Password Tracker, Safe Information

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 be shared/distributed/resold 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!