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Peace of Mind isn't Just a Feeling,
it's a Plan.
Life is Unpredictable.
When something happens, will your loved ones know where to find your will? Your bank information? Your wishes?
Genwise Guide and Workbook can Help.
This workbook walks you through every essential detail-
financial, legal and personal so your family won't have to
guess or struggle later.
What's Inside?
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Personal Information and Contacts
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Medical Details and Emergency Plans
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Passwords and Digital Accounts
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Insurance Policies
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Banking and Financial Accounts
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Wills, Trusts and Legal Documents
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Final Wishes and Legacy Notes
Who It's For
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Professionals of all ages organizing their estate
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Adult children supporting aging parents
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Aging parents looking to preserve and pass on their legacy
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Families preparing for the unexpected
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Estate planners and family caregivers
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Anyone seeking peace of mind and responsible planning
The Genwise Guide and Workbook is available in
3 formats to fit your needs:
Printed Workbook
Provides spaces to write
directly in book.
PDF Download*
.
(Fillable online and Printable)
*Requires PDF software such as Adobe
e-Book **
**Requires separate
notebook
Life can change in an instant
This planner ensures your loved ones aren't left guessing during a time of crisis or loss. It empowers you to:
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Avoid confusion and missed details
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Make transitions smoother and more secure
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Leave a meaningful and lasting legacy