We have upgraded our Estate Planning Binder into what we call the “Everything Book” to help our Estate Plan clients to stay organized after they have completed their Estate Plans with us.
The RLO "Everything Book" is a binder that is divided into 6 Modules and 36 Sections to keep every aspect of your life organized and ready at a moment’s notice.
The Table of Contents includes 6 Modules:
Module 1: Your Family and Friends -- your story, family history, advisors and friends
Module 2: Your Medical Information – health and well-being
Module 3: Your “Stuff” – vehicles, household items, family heirlooms and digital assets
Module 4: Your Home – real estate information
Module 5: Your Finances – bank accounts, financial investments, life insurance, debts, taxes
Module 6: Your Legacy – Ritchie Law Office, Ltd. Estate Planning documents, funeral planning, death certificates
Each Module is broken down into five to eight sections . You can tackle each section at your own pace AND/OR you can follow our regular prompts and instructions that we will send through e-mails and online webinars.
What are the Benefits of the Everything Book?
You will Reduce Stress and Worry by having all of your Important Papers and Key Information in one place.
You will Be Prepared for Anything by organizing the records for your health, home, car, insurance and your estate planning documents.
Your Family Will Know where to find your important documents and key information if you became ill or there was an emergency.
MOST IMPORTANTLY, you will have Ritchie Law Office, Ltd. backing you up and encouraging you as you complete your very own Everything Book!
Note: The "Everything Book" is currently only being offered to Ritchie Law Office, Ltd. estate planning clients at this time.