Worksheets

The following worksheets are included in the low purchase price of $12.99.

These worksheets are formatted in Microsoft Word and are easy to complete and update. The worksheets are the same as the worksheets that are found at the end of Kay’s Planning, Preparing and Peace book, but are only available on-line by purchase through this website.

We apologize, but we are temporarily experiencing technical difficulties with the on-line worksheets. Please contact us if you would like to purchase the worksheets and we can have them shipped to you.

Animals

Pets and Livestock

Annual Review

Annual Review

Assets and Property

Automobiles
Motorcycles, Boats, Ski Mobiles, Etc.
Other Assets
Real Estate

Bills and Misc. Monthly Expenses

Apartment Rental or Lease Agreement
Credit Cards
Loans
Memberships

Government and Military

Government Benefits
Military Duty

Insurance

Insurance Policies

Investments, Savings and Retirement

Checking, Savings and Investment Accounts
Stocks and Bonds
Retirement and Annuities

Legal

Dates and Contacts
Six Easy Steps to Find the Right Estate Lawyer for You

Management Plans

Management Plan: Your Will
Management Plan: Medical Declarations
Management Plan: Financial Durable Power of Attorney
Management Plan: Insurance
Management Plan: Medical Information
Management Plan: Getting Organized at Home
Management Plan: Working with Lawyers
Management Plan: Communicate
Management Plan: Annual Review

Medical

Allergies
Hospitals: Choices and Information
Hospital Overnight Bag
In Case of Emergency (ICE) Contact List
Medical Alert Companies
Medical History Summary
Medication
Respite Care

Memorial

Funeral Arrangements
Letter to Executor and Loved Ones

Misc.

Location of Documents

Questions Worksheets

Questions: Your Will
Questions: Medical Declarations
Questions: Financial Durable Power of Attorney
Questions: Insurance
Questions: Medical Information
Questions: Getting Organized at Home
Questions: Working with Lawyers
Questions: Communicate
Questions: Annual Review




"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success."
- Stephen A. Brennan

"The more serious the illness, the more important it is for you to fight back, mobilizing all your resources-spiritual, emotional, intellectual, physical."
- Norman Cousins