The Ready or Not ® Workbook
The Ready or Not ® workbook provides you with a central location to keep information regarding your appraisals, deeds, real estate taxes/paperwork, refinance documents, service provider contracts, warranties, titles, storage, medical records, banking information, business/work information, insurance, legal information, investments, budgets, education, marriage/divorce records, retirement, beneficiaries, loss of spouse/significant other, downsizing, funeral, and more.
The Ready or Not ® workbook is organized into three major sections: Legal and Financial, Home/Personal, and Transitions. Each of these sections has multiple sub-sections that each have a checklist and fill-in information pages.
Each sub-section within the Ready or Not ® workbook has a checklist that allows you to keep track of your progress.
Fill-in information pages, such as this Beneficiary Designation page, allow you to organize your important information in a single location.
The Ready or Not ® workbook is a complete workbook with ring binder, dividers, tabs,
fill-in information pages, and pouches to hold special documents. it's the "information station" we need to have in place for peace of mind.