Be Prepared
The Survivor’s Plan eliminates the need to second guess your wishes by documenting your choices and including them in the Survivor’s Plan organizer.
Prior Planning’s system helps you collect in one convenient location all the documents your survivors and beneficiaries need to distribute assets and benefits, and otherwise bring closure to your estate.
The Survivor's Plan organizer comes with a complete listing of documents to compile. These documents are already in your files - but only you know where and how they are filed. With the organizer, you will simplify your family’s efforts as they go through the transitions of life and death.
It is difficult enough to bridge the gap between generations during life; Prior Planning effectively helps build a bridge between the generations after death. The completed Survivor’s Plan organizer communicates your wishes, your plans, and provides full documentation of your personal and business assets and liabilities.
Prior Planning’s guide uses tabbed pages to organize documents such as:
- Insurance policies and benefit info
- Retirement funds and investments
- Asset and liability lists and contacts
- ID papers: social security, passport, birth and marriage certificates
- State and federal tax information