About Planner
What's Included
The Aftercare Planner is a complete and easy-to-use tool that helps finalize business and personal business affairs when a loved one passes away. The Aftercare Planner takes the worry out of what to do, when to do it, and how to prioritize and record your efforts.
The Aftercare Planner includes:
- Prewritten Letters, more than 70 in all, to send to those who had a business or personal relationship with your loved one, such as insurance companies, banks, the electric company, etc. Letters are downloaded from this website with many necessary details already completed, such as name of deceased, pre-loaded business contacts, etc. Correspondence is also prioritized and includes:
- Notification and instructions to the business defining the future relationship of the account.
- Requests for the account balance and other relevant information, such as possible refunds or death benefits.
- Estate Management Checklist to help gather information and documentation to settle estate matters, such as tax returns and probate. The checklist not only keeps you organized, it may also be provided to your attorney and/or tax advisor as a status report, saving time and reducing related professional fees.
- Asset List to catalog pertinent assets.
- Status List to help you track letters sent, responses received, and action to be taken.
- Itemization of Income and Expenses section to quickly list current receivables and payables.
- Window Envelopes, designed to work in tandem with our downloadable letters, so the address line appears in the envelope window.
- Customized File Folders to hold your documents and letter copies.
- Case for transporting or filing.
Disclaimer: The Aftercare Planner does not provide legal, financial, medical or other professional advice. Please consult your legal, financial, medical or other professional counselor for guidance specific to your situation.