Don’t worry, all my info is recorded in this book.
Susan’s Last Wishes Survivors Guide
This book will guide you through the process.
Susan’s Last Wishes Resource Guide
This person can help you get started with life insurance.
Who is Susan
This person can help you get started
Who is Susan
I need you to handle my finances for me, please.
Financial Power of Attorney
What kind of an attorney will get you started?
Estate Planner
Who gets the life insurance coverage once I’m gone?
Who is family or beneficiaries.
Age 62
Your earliest eligibility age to receive Social Security
I can’t talk to the doc, I give you permission to decide my treatment
Medical POA
The trust was established for you guys
Beneficiaries
I’m gone, I have a mortgage, what now?
You lose the house w/o income to pay
As little as $25 a month
The minimal amount to get started on an investment
I do not want feeding tubes or resuscitation.
Advanced directive
I am the trust creator, what am I called?
Grantor or Settlor
Life insurance doesn’t replace your life it replaces your ___________.
What is Income
A diversified fund to help you get started
Mutual Fund
I have minor children, it’s crucial to designate this person.
Guardian
This person should have integrity, be fair, and transparent
What is a beneficiary
No coverage, families will have to do this to cover funeral expenses.
What is fundraisers, car washes or credit cards?
9-12%
The interest rate your fund will produce