This Private Information Guide is intended to serve as one place to record your most important personal, legal, financial, and medical information, so it is at the fingertips of those you entrust to handle your medical and financial matters in case anything happens to you. Even if you have your estate planning documents in place, your trusted agent’s, personal representative’s or trustee’s job is made so much harder if information has not been organized.
Do not leave your family lost with no direction or information. This gift of information and organization will help to ensure continuity of your medical care and management of your financial matters in case you suffer a serious illness or injury, and allow for much easier and efficient administration of your affairs at end of life. We have designed this book to help you leave a legacy, and not a mess.