Help your family navigate one of life's most difficult transitions with clarity, organization, and guidance.
"When The Time Comes: A Guide For Those I Love" is a 65-page spiral-bound estate planning workbook designed to help you gather important information, document your wishes, and leave clear instructions for loved ones.
Created by Brick a Braak Estate Facilitators, this practical workbook was developed from real-world experience helping families manage estates, downsizing, probate support, and estate transitions.
Inside you'll find dedicated sections for:
• Personal and family information
• Executors and emergency contacts
• Wills and legal documents
• Banking and investments
• Insurance policies
• Real estate and valuable assets
• Business information
• Digital accounts and subscriptions
• Pets and dependent care
• Funeral and memorial wishes
• Family heirlooms and keepsakes
• Hidden valuables and storage locations
• Annual review checklists
• Guidance for executors
This compact spiral-bound format is easy to store with your important documents and simple to update over time.
Measurements
• 5.75" x 8.5"
• 65 Pages
• Spiral Bound Physical Workbook
A thoughtful gift for parents, retirees, business owners, and anyone wanting to reduce stress and uncertainty for the people they love.
Please note: This workbook is intended for organizational purposes only and does not constitute legal, tax, or financial advice.