Has anyone in your life named you as their beneficiary?
or
Have you named anyone to be your beneficiary or proxy?
This is the NEW ONLINE WORKBOOK is based on
the Amazon Best Selling Book My “Everything” File®
This comprehensive online workbook will help you get the conversation started, save you money on legal fees, and give you everything you need to make any transition easier, at least in the details.
What Is My “Everything” File®?
The My Everything File is designed to create for it’s users a comprehensive document containing almost everything you would want your loved ones to know about you, enabling them to take care of you and, if needed, handle your affairs if you become unable to do so yourself, whether due to illness, disability, dementia, stroke, incapacity, extended absence, or death. Discussing death and incapacitation is never easy, but the sooner we do, the more prepared we will be when the moment comes. Whether it’s legal, medical or financial, the My Everything File accounts for it.
What Does My “Everything” File® Cover?
Getting Started & Organized
Creating A Filing System
Security Concerns, Passwords, Identity & Common Sense
Resources for lost money from past loved ones
Your Legacy on Video
Things to do in case of emergency
Getting Ready for An Estate Planner
The Estate Planning Process
Estate Planning Documents
Planning Your Funeral (so your loved ones don’t have to)
Survivor Checklist
All the things you never thought about too…
All About You & Your Family
Cataloging Your Assets
Cataloging Your Debts
Providing For Your Loved Ones
Real Estate Interests
Get Yours Today My “Everything” File® Online Workbook for Just $97
Take A Look Inside…
If you would like to skip right to the part of the tour you are interested in please do!
Here are the time stamps for you!
00:00 Member Portal Tour
01:00 Video Legacy Tour
02:45 Become an Affiliate
04:05 Quickstart Guide
05:15 Content & Forms
07:25 Your Feedback
All The Family…
“When my uncle died, the family came out of the woodwork. They all wanted to know how much he was worth and how much they were going to get. My dad was put in charge of the estate and with him serving overseas, I was doing all the work stateside. The phone calls, the lawyers, probate and the constant nagging from family. He planned nothing… he never made his wishes clear with the exception of the surprise that my dad was his executor. It was a mess, I am never taking on that job again, but I learned a lot about our family in those very long months. “
Jenny, FL
The Midnight Phone Call
My brother was just 28 when we got the phone call that there had been a fatal accident. His wife was distraught, his son was a toddler and at 28, funeral plans are not something you are thinking about. From 2500 miles away I had to plan a funeral, figure out how to pay for it and take care of his family affairs so my sister in law could grieve. You better believe that I went out and prepared immediately. As a single mom, my family will never have to worry like that about me.
April, MI
If Only…
“We have always had disagreements in our family. With kids, step kids, spouses, and ex-spouses the family dynamic was dramatic, to say the least. My dad passed away in a work accident without a will and no plans for any of this assets or debts. It took us over a year and while most things are resolved people are still bickering and fighting over the stupidest things. I wish we would have made him put a plan together so that it wouldn’t have been so difficult.”
Barbara, NY
Get Yours Today My “Everything” File® Online Workbook for Just $99
What People are Saying
“A must-have resource for everyone! “
“This book is the perfect resource for every family. I had never thought so much of the info in this book as being vital for loved ones to have after a death in the family, but after reading this book, I’m so glad that I’ve begun to compile this info for those around me. The convenience of Jerry’s book is amazing, it’s great to have all of this in one place so that it’s not just floating around in filing cabinets and random drawers. I would definitely recommend this book to anyone! Everyone needs this kind of record to pass along! ”“A must-have resource for everyone!“
“This book is the perfect resource for every family. I had never thought so much of the info in this book as being vital for loved ones to have after a death in the family, but after reading this book, I’m so glad that I’ve begun to compile this info for those around me. The convenience of Jerry’s book is amazing, it’s great to have all of this in one place so that it’s not just floating around in filing cabinets and random drawers. I would definitely recommend this book to anyone! Everyone needs this kind of record to pass along!”
“Great”
“This book is great for evaluating every necessary aspect of your life that will need to be in order for the future; the constant humor is also a bonus .”“Great”
“This book is great for evaluating every necessary aspect of your life that will need to be in order for the future; the constant humor is also a bonus.”
“Most Important ”
“Every family needs this workbook! The most important document you can create for yourself, family, and friends .”“Most Important”
“Every family needs this workbook! The most important document you can create for yourself, family, and friends.”
“It details everything you need …”
“It details everything you need to ensure that your family isn’t left in the dark if they ever need to get access to key financial info, medical details, etc. My 77-year-old mother has been worrying for some time about how to ensure that everything is in order in terms of legal paperwork. This book will definitely set her mind at ease. It’s as clear as it is compassionate. Awesome! ”“It details everything you need…”
“It details everything you need to ensure that your family isn’t left in the dark if they ever need to get access to key financial info, medical details, etc. My 77-year-old mother has been worrying for some time about how to ensure that everything is in order in terms of legal paperwork. This book will definitely set her mind at ease. It’s as clear as it is compassionate. Awesome!”
“This is a great tool that everyone should use to take an inventory …”
“This workbook was a complete guide to life. It made me examine all aspects of my life, including financial, estate planning, burial, medical, insurance, etc. I thought I had my affairs in order, but clearly, they were in the order that I am used to, not an order than anyone else can utilize. This is a great tool that everyone should use to take an inventory (physically, financially and emotionally) of their lives .”“This is a great tool that everyone should use to take an inventory …”
“This workbook was a complete guide to life. It made me examine all aspects of my life, including financial, estate planning, burial, medical, insurance, etc. I thought I had my affairs in order, but clearly, they were in the order that I am used to, not an order than anyone else can utilize. This is a great tool that everyone should use to take an inventory (physically, financially and emotionally) of their lives.”
What Does My “Everything” File® Cover?
01
Getting Started
My Everything File is a single, comprehensive place to keep the details of your ever-changing life story. This file is not only meant to give your loved ones all the tools needed for taking care of your affairs after you’re gone, but also a way for them to remember and celebrate your life. You’ll have the chance to create videos and tributes for those who matter most so you’ll always be remembered.
02
Getting Organized & Filing System
Before you can start putting together your very own My Everything File, you have to get organized first. Building a home filing system to put all your documents will save you a lot of time in the long run. Consider organizing by topic. A general structure might include financial, insurance, medical, household, personal and taxes.
03
Security Concerns, Passwords, Identity & Common Sense
If you have a password, someone is trying to steal it. Gone are the days of a thief rummaging through your house looking for your lock box. Passwords and IDs are enough to give crooks access to everything they need. Are you and your loved ones protected?
04
Estate Planning Process
Your estate is much more than just the house you live in. It’s all the things that keeps your world afloat from investment accounts to wills and testaments. It’s never too early to start thinking of all the documents you need to put together, especially if you’ve had multiple marriages, own businesses or property.
05
Estate Plan & Planning Documents
Making sure your estate is well taken care of before you leave will make the burden on your loved ones a lot lighter. To do this, your documents have to be secure. Keep in mind your Last Will & Testament, Revocable Living Trust, Durable Power of Attorney, Designation of Health Care Surrogate, Living Will, Pre-Need Guardian Designation… get the point here? There’re a lot of documents.
06
Digital Estate & Assets
With the invention of the internet, the way we store information has drastically changed. Gone are the days when you could wait by the mailbox for your next statement and put the pieces together. Companies want to go green, which means going paperless. Aside from your records no longer being physical, now we actually own digital assets. Someone has to have access to your files and websites after you’re gone.
07
Assets
Assets are usually considered anything you own that has economic value or is capable of producing economic value. Do you have all your assets accounted for? First you have to identify what you own that has value, then who where your valuables are located and who has access to it on top of ownership rights? Sounds like a lot?
08
Debts & Liabilities
All because you die, doesn’t mean your debts do along with you. Someone has to be responsible for these. Debts usually fall into the secured, unsecured or dischargeable categories. Know where your debts lie and who’s responsible for them.
09
Insurance
Nobody likes talking about insurance, it’s never fun. The thing is, you don’t need insurance until you really need it and when you need it, you’ll be glad you had it. Insurance protects you from catastrophe by spreading the risk among thousands of people. Preserve and protect your wealth through planning with insurance.
10
Your Funeral
Only two things in this life are promised, and you’ve already paid your taxes. Having someone make funeral arrangements on your behalf without knowing anything about what you want is incredibly stressful. Death is impossible to predict but somebody has to be prepared for it. There’s a lot to think about besides the coffin and burial plot. Don’t leave your loved ones stranded.
11
Survivor Checklist
As you think about preparing others for your transition, how prepared are you for the passing of your loved one? This can be an overwhelming time and having a framework for the next steps up can save you and your loved ones a lot of stress and grief.
12
Family Legacy
Have you ever wondered what it would’ve been like to meet your great great grandparents? Well, your great great grandkids are going to think that about you. Leave your future family a relic they look back on so you’ll be remembered forever.
13
Little Known Resources
Gathering documents and wills are just the beginning of the process when you’re taking care of someone’s affairs. In many cases there will be agencies and organizations to be contacted. We’ve included contact information for many of these groups. Some of which include The Federal Trade Commission (FTC), credit agencies (Equifax, Experian, TransUnion), unclaimed property websites and many others.
BONUS
Video Legacy Tutorial
Besides all the planning that comes with the My Everything File, we’ve also included tools to help you create a digital recording of all the stories and memories you want saved after you can no longer tell them. Alzheimer’s and dementia can show up unexpectedly. Preserve your most precious memories before it’s too late.