Last Day Planner_NEW_PIC_2018

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This <strong>Planner</strong> Belongs To: Name:_________________________ Date__________________________ Retirement Specialist: ____________ 2
An increasing challenge is keeping family records current and centrally located. At the heart of The WorryFree Retirement ® Process is the need to easily identify and locate such records; especially at the death of a loved one. After completing this <strong>Planner</strong>, a copy should be given to a trusted family member and/or your trusted financial advisor. We trust this planner will be of help to you and your loved ones. Sincerely, Tony Walker, Creator The WorryFree Retirement ® A special thanks to Joe Zingone of Cedar Knolls, NJ for designing the content of this planner. 3
Page 1: ORRYFREE RETIREMENT ® •• •
Page 5 and 6: Take Time Now to Plan Each member m
Page 7 and 8: Documents: What to Keep Where to St
Page 9 and 10: 3. Other Documents Store in: Shred
Page 11 and 12: Location of Important Papers Adopti
Page 13 and 14: Family Records and Information Abou
Page 15 and 16: Insurance and Annuities Life Insura
Page 17 and 18: Insurance and Annuities (continued)
Page 19 and 20: Benefits Available Upon My Spouse
Page 21 and 22: Sources of Immediate Cash / Care of
Page 23 and 24: Financial Assets Bank Accounts (Inc
Page 25 and 26: Personal Letter of Direction Dear F
Page 27 and 28: Body or Organs to be Donated: Funer
Page 29 and 30: Obituary Information This biographi
Page 31 and 32: ___________________________________
Page 33 and 34: Additional Instructions and Informa
Page 35 and 36: Any Changes, Corrections, or Update

Last Day Planner_NEW_PIC_2018

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