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About the Workbook

Do you know all the important documents you need to have ready in case of an unexpected crisis? Be prepared! This workbook explains Wills, Trusts, Health Care Directives, Powers of Attorney and Instructions in layman’s terms.

Mary will take you through simple and easy steps to get your life’s important documents all organized, using her handy forms, also included in the workbook. Need to update your password information? Just come back to this site to get your free refill form!

Less than 57% of Americans have a will. Learn what important papers you need and how to get it all organized and completed, just in case. Being prepared for major life changes mitigates problems later.

Here is a sneak peek of the Workbook, including its Table of Contents. To purchase your full copy, click here to go to the Store page.

A few words from Mary Kelly, PhD

Thank you for taking time to organize the legal and necessary paperwork of your life. The process you are about to start by getting all of your documents in one central place is more important than you realize to the people left behind.

I know this takes some time and effort, and I hope you feel satisfied once you are finished. The mere thought of all of the details can be overwhelming. I tried to break it up into manageable sections, to make process easier.

I am interested in knowing how this worked for you. Please feel free to contact me at Mary@ProductiveLeaders.com with your thoughts and comments.

You have my admiration for starting this process.

Good luck!

Table of Contents

Just in case:………………………………………………………………………………………5
Chapter 1: All About Me and Letter of Instruction…………………………….11
Chapter 2: Will and Trusts……………………………………………………….. 18
Chapter 3: Health Care Advanced Directive/Living Will ………………….. 21
Chapter 4: Powers of Attorney for Health Care, Finance, and General Purpose……………………………………………………………………………….. 23
Chapter 5: Advisors and Information………………………………………….. 24
Chapter 6: Memorial Instructions ……………………………………………… 28
Chapter 7: Insurance and Important Information …………………………. 32
Chapter 8: Family and Friends………………………………………………….. 41
Bonus: Password Master List …………………………………………………….. 43
That’s it!

Copyright ©2017 Productive Leaders and Mary C. Kelly, PhD. All rights reserved.| Mary@ProductiveLeaders.com