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CONSIDER THIS: If you died tomorrow, would your loved ones know everyone to notify about your funeral? Would they know where your important documents are? Would they have the passwords they need to access vital financial records in your computer?

"Learn How To Protect Your Children And Loved Ones From Scrambling Around During a Time of Grieving By Organizing All Of Your Personal Affairs, And Clearing Up The Most Important Issues Involving Your Estate!"

"Why Burden Your Family? I'll Show You Step-By-Step How To Give Them The Vital Information They Need. (Including Information Your Estate Planning Attorney Probably Won’t Tell You About!)"

Finally, in this complete, 200+ page workbook from Estate Planning Expert Brian Bartes, you get all the tools you need to create a complete, comprehensive, and foolproof plan that provides peace of mind for you, your spouse and your children...before it’s too late!

Read on for more, or click here to reserve your copy today!

	From the Desk of Brian Bartes Legacy and Estate Planning Professional April 20, 2006, 10:15 AM

Dear Friend:

If you’re like most people, you don’t spend a lot of time thinking about stuff like this. No one (including me!) likes to think about death. But ask yourself this question: If you unexpectedly die tomorrow:

• What would your family do?
• Do they know your final wishes?
• Do they know who to contact about your financial matters?
• Do they know your complete family history?

If the answer to any of those questions is “no”, think about the effect that might have one day on your loved ones.

Planning is Important…And Here’s Why

Most people don’t think about the importance of protecting their loved ones. But you need to. Did you know that...

I know everything you’ve read so far seems like some kind of scare tactic or guilt trip designed to pull you in. I understand that no one wants to believe that any of these things will happen.

And I recognize that this isn’t the kind of thing that you want to think about. I know I don’t.

I know all that..., and yet, I also know the TRUTH about what lack of planning can do at a time when your loved ones need you most. How?

My Name is Brian Bartes,
and I’m a Legacy and 
Estate Planning Professional

I haven’t always been well-versed in the area of legacy and estate planning. Not too long ago, I was just like you: Thinking about how to carve out the best life I could for me and my family. Enjoying life, without a thought about the possibility of dying...or losing someone close to me.

Then the next 14 months of my life changed everything...

First, my wife’s grandfather passed away. He was an elderly man, and had lived a wonderful life. His death wasn’t unexpected and, if that was the only thing that happened, you probably wouldn’t be reading this letter right now.

Then, my grandmother (“Nana”) died. She wasn’t quite as old, but had health problems the last several years of her life. Again, most of us have experienced the death of elderly relatives.

Then Kodey died, and the way I view life (and death) will never be the same again. Kodey was a good friend of my son Andy...and was only 11. He was a healthy child during those 11 years, until the virus swept in and ended his life very quickly. He had barely begun life, and then it was over.

How Can You Prepare for This?

You can imagine the effect Kodey’s death had on his family, his young classmates, and anyone who knew him. It was devastating. For me, it was a bold reminder of the frailty of life. Not just that my life could end any time, but that the possibility exists for everyone...including children.

I have four young children, and I began to think more than ever about estate and legacy planning.

But the story doesn’t end there....

Kevin was just 42 years old when he died of a heart attack. He was in the prime of his life: Happily married, the father of two small children, a successful banker. My guess is that, when he left that weekend to go to his friend’s cottage, he may have been very casual in saying goodbye to his wife and children. Surely, the thought of not returning didn’t enter his mind.

But he didn’t return, and if Kodey’s death wasn’t enough of a “wake-up call”, Kevin’s was. Of all the deaths that I would be exposed to during this time, this was the one that caused me to ponder the most. About my family. About how I invest my time during the days, weeks, months and years. About what’s really important. And about what would happen if I didn’t make it home for dinner.

We had two other friends who also passed away.

Marcia was 40 when she finally lost her battle with cancer. She, too, was happily married. She had a young son, and she had grown very close to her family through this trying ordeal.

Ruthie battled breast cancer for seven years, and was determined to beat it. She was also married, and had two young children. Her death was the hardest for my wife, because they had grown up living across the street from each other, and had been best friends for almost 40 years.

I hope you haven’t experienced anything like what I did during that time. But I also hope you realize that you won’t be around forever. In case we’re not around next year, or next month, or tomorrow...it’s important to plan for that possibility.

Have You Prepared Your Family for When the “Unexpected” Happens to You?

If you’ve begun preparations, perhaps you've created a will. By now, it may or may not be up to date. Depending on how long ago you created it, you probably need to revisit it. As you think about that, you may wonder...

...Is there more I should do?

• This is the most common question I hear.
• These people are asking the right question.
• My response is always YES.

If you’re asking yourself:

• “How will I know that I’ve made all the preparations?”
• “Who will walk me through the process?”
• “How do I know what information to collect?”
• “Is there a single guide to help me plan my estate for my children?”

You are asking the right questions.

And the good news is, there is a way to prepare all of the essential information. There is help to walk you step-by-step through the process. YES, there is a single guide that can help you in a straight-to-the-point,  eliminate-the-confusion way. And you don’t have to hire an attorney to do it.

Peace Of Mind For You And Your Loved Ones is a simple, easy-to-use tool that turns the overwhelming process of organizing your estate into a complete and comprehensive record of all your final wishes.  

Get Answers to Your Tough Questions.
Now.

For the past 11 years, I have been involved with the intricate details of estate planning. I know firsthand...

• What critical questions are running through your head.
• What important topics you need to be aware of, but probably don’t know about.
• What decisions you need to make to protect your loved ones and your estate.

It’s tough to ask your family questions to such touchy subjects. But it’s also hard to know who to trust in the outside world. In this fast-paced world, it is nice to know you can have Peace Of Mind For You And Your Loved Ones.

Do You Have This Information Prepared for Your Children?

If you are new to estate planning, you probably don’t even know where to begin.

For example, do you and your spouse know:

1. Each other’s final wishes if one were to pass away unexpectedly?
2. Who to contact at the time of death?
3. Where each other’s important personal and financial documents are located?
4. All of the different insurance agents to contact?
5. Who to contact about a living trust and living will?

Is all of the information mentioned above in one convenient location?

It is a common misconception that if you don’t have a lot of money or personal belongings, you don’t need to make preparations for your family. NOT TRUE.

Whether you have a little money to leave behind, or a lot, you need to be able to answer “YES” to all five questions above. If you don’t prepare, your money will disappear!

Turning My Family Responsibility
Into A Complete Guide For You

After watching so many people close to me struggle with the daunting task of “picking up the pieces” after their loved one passed, I was reminded that it is my responsibility to prepare my family in the event of my passing.

So, one day I began to collect all the pertinent information that my wife or children would need to know immediately. I created a binder and organized the information into various categories.

This exercise really opened my eyes to all the “stuff” I have accumulated in my adult life. And I am not talking about material items (although that is important too). Rather, I am talking about everything from personal and business information to health and financial data to my own final wishes.

During the process of pulling all this “stuff” together I uncovered more and more “stuff” that needed to be included in the guide for my family. This ended up being quite a project! But it was worth it to protect my family and assets. It took me more than eight months to figure out everything that should be included in my own estate plan.

The good news is, I have done all the “leg work” for you. I have just saved you months of preparation.

I have also saved you money. If you were to hire a lawyer to tell you what information to collect, you would be paying an hourly rate of around $175...and that’s on the low end for estate planning attorneys. He or she would be asking you the exact questions that you can find in Peace Of Mind For You And Your Loved Ones.

Why wait to make such important plans? Plans that will protect your family and assets after you pass?

I’m sure you’ve always had the best intentions to do something like this. But you always think “there’s plenty of time to make plans later.”

The 3 Most Common Reasons You Probably Haven’t Made Plans Yet:

1. Death is a hard subject to think about and talk about. There is never a “right” time. So you put off talking about the topic as long as possible.

2. It’s hard to find and make the time to do the necessary work. Let’s face it; we don’t have a lot of free time in our lives anymore. The weeknights are busy with the kids’ after school activities, helping them with their homework, or we are working late ourselves. The weekends are busy running errands, doing household chores, and more activities. If you do get a free night, you would rather spend it having fun with your family—not dwelling over paperwork.

3.    You don’t know what information to be collecting. Most people who attack this sort of project don’t have any idea where to begin or how to organize the information once they have it.

I have talked to hundreds of people about these reasons, so you are not alone. You can probably think of a dozen more reasons you haven’t done this yet. But the longer you put it off, the greater the risk of not protecting your family.

Fortunately, I have the tool that will help you jump start your planning.

I wrote this book because I didn’t want to make the mistake of not protecting my family...

And I don’t want you to make that mistake either.

Peace Of Mind For You And Your Loved Ones is a step-by-step complete guide for organizing your estate. It tells you exactly what you need to do to protect your family.

You’ve worked too hard in life and you love your family too much not to plan in advance. You know that it is your responsibility to ensure that your family is taken care of before...and after...you pass away. Peace Of Mind For You And Your Loved Ones will teach you how to carefully plan and organize your estate so your assets go to your family.

Peace Of Mind For You And Your Loved Ones
The Complete Guide for Organizing Your Estate TODAY!

To keep your estate information organized and easy for you to collect and your family to find, Peace Of Mind For You And Your Loved Ones is divided into eight thorough and complete chapters that will help you know what information to assemble.

Chapter 1: Final Wishes

The opening chapter covers everything you need to ensure that all your final wishes are made clear upon your passing.

You have probably been involved with planning a funeral for a loved one. Maybe not directly, but you have probably contributed in some way. During the planning, you’ve probably thought about things that you would like for your own funeral. Maybe there is a certain casket you prefer to be buried in. Or maybe you don’t even want to be buried, but would rather be cremated. Perhaps you have some favorite songs that you want to be played at your memorial service.

This chapter is your opportunity to state your final wishes. Your family will appreciate the fact that you’ve removed all the “guessing” work for them and they can focus on grieving.

This chapter includes:

• A thorough checklist for what to do at the time of death
• The people who will assist in carrying out your wishes.
• The people to notify in the event of your death.
• People to invite to your funeral.
• And much, much more...

Planning a funeral for a family member is hard. First of all, you are in the grieving process and making such important decisions is difficult. Second, you want to make the right decisions. You want to feel good that you are making the right choices—the choices that your loved one would have made if he or she were still alive. Third, you want to avoid family disputes during such an emotional time. Everybody has an opinion.

By completing Chapter 1 of Peace Of Mind For You And Your Loved Ones you save your family a lot of time, frustration, and emotional pain.

Chapter 2: Personal Information

Chapter 2 goes into great detail about the personal information of the immediate family members such as birth, citizenship, residence, profession, and more. It will be very beneficial for your family to have this important information at the tip of their fingers. This is the type of information that is good to know for completing family trees, captioning photos, writing autobiographies, etc.

How many times have you thought “I need to create a family tree?” Or, how many times have you thought how nice it would be to have all your family information in one location. 

This chapter includes the following information about you and your relatives:

• Citizenship and passport information
• A list of your previous residences
• Naturalization paperwork
• Military paperwork
• Information related to special awards and recognition
• List of businesses and community organizations
• And more!

This chapter provides all the basic information about you and your immediate and extended family.

Having generations of family information documented in one location is extremely valuable. This is the kind of information that you don’t want to get lost in some old dusty shoe box in a dark closet. This is information that you or anyone should be able to find in any given moment. After all, it’s your life...it’s your family’s history!

I started thinking about an estate organizing system when my husband and I were going on vacation together—without our three small children. What if the plane crashed or we had a car accident and we both died? Having all our important information in one place gives me peace of mind, especially when I’m not with my kids. If my husband and I ever died at the same time the designated guardian of our children knows to look in our safe, where she will find any information she might need. In addition, if anything happened to us individually, it would spare the surviving spouse from having to scrounge around for documents in a time of grief. I update it every so often. It’s very organized. I think everyone should have something like this. I wish our parents did. Joyce B. Atlanta, GA

 

Chapter 3: Health and Medical Information

How many times have you gone to the doctor’s office and struggled at the questions asking about your family’s medical history? It’s hard enough recalling your own medical history!

This chapter outlines all of your important health and medical information, including your health care advisors, current medications, prior procedures, and medical history.

The information presented in this chapter could be literally life-saving for your family. Your family needs to know your medical history so their doctors can be aware of possible risks they may face. 

Chapter 3 of Peace Of Mind For You And Your Loved Ones includes worksheets for you to complete your health and medical information, including:

• Allergies and drug sensitivities
• Physicians and other health care providers
• Past medical conditions
• Family medical history
• And more!

Gather your health and medical information in one place. Make your family aware of your medical history and you could be saving them from medical problems down the road.

Chapter 4: Household Information

You know what it’s like when your spouse has to go on a trip. You’re left running the household by yourself. Most likely, he or she left the important information for you in case of an emergency, along with a “to do” list to make sure that the house runs smoothly while they are away.

But, what if you didn’t have that list to fall back on?
What if your spouse never came home?

Chapter 4 of Peace Of Mind For You And Your Loved Ones includes all the day-to-day household information for you and your family. This is the information about pets, household service providers, utility companies and magazine and newspaper subscriptions, etc.

This is where all your “special instructions” are listed. Special feeding instructions for your pet, when subscriptions need to be paid, etc.

In this chapter, you will be able to document the following:

• Pet information, including breed, medical conditions, and special instructions
• Veterinarian contact information
• Household service provider contacts for: alarm, appliance repair, auto mechanic, dry cleaner, electrician, hair salon, handyman, heating/cooling, house cleaning, landscape service, plumber, pool maintenance, rental property management, sprinkler company, trash removal, window cleaner, and more.
• Utility company information for cable, electric, gas, internet service, telephone, water, etc.
• And more!

It’s the little things that make a big difference. Your loved ones will really appreciate the extra effort you made to help them keep the household running after you pass away.

Chapter 5: Location of Important Documents

You know the frustration of trying to remember a password or where you hide the keys for the safe? Well, imagine your family trying to figure out this information when you pass.

This chapter will help your family gather important items and information immediately so they can manage your home and business affairs.

Chapter 5 of Peace Of Mind For You And Your Loved Ones will help your family easily locate the following information:

• Drivers license and social security card
• All credit cards
• Banking, frequent flier and other cards
• Investments
• Legal information
• Real estate information
• Business records
• Combinations and passwords
• Computer login and passwords
• Safe deposit box information
• Keys
• And more!

When you complete this chapter, you are preventing your family from frantically digging through drawers, files, and boxes for this vital information.

Chapter 6: Financial Information

Sorting through someone else’s financial information can be a real challenge. By organizing and documenting this area of your life, your family will know exactly how to manage your financial affairs once you are gone.

Chapter 6 of Peace Of Mind For You And Your Loved Ones will help your family uncover information concerning:

• Professional advisors
• Bank statements
• Business agreements
• Copyrights, licenses, patents, royalties and trademarks
• A list of expenses and periodic bills that you pay
• And more!

You’ve worked hard throughout the years to build your finances...so make it easy for your family to handle it and protect it when you are gone!

Chapter 7: Insurance and Benefits Information

Upon your death, your family will need to contact your insurance agents to cancel accounts or transfer ownership. There may also be life insurance available to your family.

Chapter 7 of Peace Of Mind For You And Your Loved Ones will provide your family with vital information for insurance and benefits such as:

• Automobile
• Homeowner’s
• Umbrella
• Pension benefits
• Social security benefits
• And more!

With insurance provider names, policy numbers, and contact information in one convenient location, your family will have a much easier time finding it, and taking the appropriate action.

Chapter 8: Estate Planning

This chapter will help your family know who to contact regarding your estate planning documents. There is a section with instructions for the executor of your estate, so there is no confusion about where your material possessions should go.

This chapter will also be valuable in the event of a medical emergency and the possible need for an attorney-in-fact or patient advocate to make certain medical decisions on your behalf.

Chapter 8 of Peace Of Mind For You And Your Loved Ones will help your family know critical information for:

• Estate planning attorney
• Attorney-in-fact (durable power of attorney)
• Patient advocates (living will and medical power of attorney)
• And more!

By having documentation organized, these processes will be handled with greater efficiency. And by making decisions now regarding your possessions, your loved ones will avoid much of the conflict that arises when these important decisions have not been made.

Organizing this Information Now Will Help Your Family Later

Imagine for a moment that you will pass away tomorrow. Now, I’m not trying to sound morbid, but please just do this.

Your family would be devastated. They would be mourning your loss. They would be numb.

Now imagine them trying to make funeral arrangements, trying to figure out your personal and financial information, trying to sort through your insurance files...trying to “make you proud” while keeping the household running.

Do you have all the information discussed thus far in order? Where would they begin? How would they know who to contact? How would they know what to do first?

How is your family supposed to grieve when they are suffering emotional pain from your loss?

I didn’t want to put that burden on my family. I took action and got my life organized. Now, I’m saving you the months and months of work trying to figure out what information needs to be passed on to your family. I am saving you hundreds of dollars that an attorney would charge you to pull together the same information that I have already figured out.

That’s Why I Created
Peace Of Mind For You And Your Loved Ones

• Protect your assets and protect your family with this complete and thorough guide to organizing your estate.
• Follow step-by-step all your final wishes and important life information...right here in a convenient 3-ring binder.

The workbook is conveniently divided into eight chapters with labeled tabs for:

You will find all this and much more in Peace Of Mind For You And Your Loved Ones. This workbook is a goldmine of valuable information to protect your family and your assets.

The Time to Plan is Now

There isn’t a better time to plan for your family than right now What could possibly be more important than their well-being after you are gone?

Yes, it is a lot of work. But don’t forget, I have done the hard part for you! I have outlined the questions and information you need to document for your family.

You have the easy part: fill in all the blanks. I don’t mean to make light of the situation, but by taking the time to go through this workbook, you are expressing your love for those closest to you. When this information is needed, your loved ones will be extremely grateful for your thoughtfulness.

Wouldn’t you want something like this if someone you loved passed away? Imagine trying to plan a funeral or “pick up the pieces” after a loved one has passed—all while being in an emotionally fragile state of mind.

Peace Of Mind For You And Your Loved Ones
Is
The Complete Guide to Organizing Your Estate

One of the hardest parts about losing a loved one is worrying about whether or not you have all the paperwork together. You wonder if you’re forgetting anything important. And the answer is usually “YES.”

During the fragile time of losing a loved one, it is difficult to think straight. How are you expected to think of everything?

That is the benefit of Peace Of Mind For You And Your Loved Ones. Think of it as a “Master To-Do List” a “Master Final Wishes List” and a “Master Who-to-Contact-for Anything and Everything List” all in one.

Peace Of Mind For You And Your Loved Ones is so much more than a “contact list.” It is a thorough, detailed workbook that keeps all your pertinent information organized and easy to locate. It makes your final wishes known and protects your family and assets.

"What Do Attorneys And Professionals Say About Peace Of Mind For You And Your Loved Ones?" As an attorney, I have spent a majority of my time over the last 18 years advising clients on estate planning matters and then advising clients’ surviving family members on the probate and trust administration process after clients die. In the process, I have had a chance to observe the difficulty surviving spouses and children have with what seems to be a very daunting task. In many cases the task seems so daunting simply because of the emotional, and sometimes physical, weakness of the family members as a result of losing a spouse and/or parent.  My training is in the law, and I am not equipped to advise surviving family members on the emotional aspects of recovering from their loss. I know that the most important thing that I can do is be supportive of the survivors as I guide them through the legal issues and processes they face. Still, I have often wished there was something more I could do to help clients and their families prepare for the death of a family member and cope with that loss once it happens. Brian Bartes has been on the other side in the case of several deaths in his family and understands first hand how it feels to have to pick up the pieces and struggle through the estate or trust administration process. This book is exactly what every person (or married couple) should use to save their family hours of searching, wondering, stress and time, all at time when they are least prepared for additional uncertainty in their lives. J. Thomas MacFarlane Estate Planning Attorney Peace of Mind For You and Your Loved Ones is an important resource to use in the estate-planning process. Attorneys will benefit by providing the book as a reference for clients. Laypeople can use it as an important supplement to the legal documents they complete with their attorney. Straightforward, insightful and practical, Peace of Mind offers the perfect resource for planning one's estate--no matter how large or small. Daniel P. Dalton Tomkiw Dalton, plc

The Great Thing About This Guide

When you receive Peace Of Mind For You And Your Loved Ones, your first reaction will probably be “WOW, there is a lot of information here.” And that’s a good thing! It means that this guide is complete, covering lots of information you hadn’t even thought of.

The convenient 3-ring binder format makes it extremely easy for you to take it with you around the house, to work, or anywhere you need to go to collect information.

The simple, organized layout makes it very easy for you to work on it at your own pace. You don’t have to complete it all in one sitting. It will take time. But the beauty of this binder is that you can keep your information organized while you are collecting it.

I designed Peace Of Mind For You And Your Loved Ones to let you work at your own pace. I just encourage you to make it a top priority in your life—as protecting your family and assets is a top priority.

Just think of the relief that you and your family will have once you have completed the guide!

• NO more worries about your final wishes.
• NO more worries about who to contact for what.
• NO more confusion about how to protect your assets and family.

But you will have…

The Most Thorough and Complete
Guide to Organizing Your Estate.

Containing everything you need to know to give your family Peace of Mind.

But if you are still on the fence, please know that you also get my...

At Last! A Simple Tool To Make Preparing
Your Estate Easy as 1-2-3!

If you’ve done any research on estate planning, you’ve probably found yourself overwhelmed with countless details, intimidating legal jargon, and an overload of confusing information.

No wonder you haven’t made your arrangements yet!

But estate planning can be made easy when you have a tool that will walk you through all the information you need to collect and plans you need to make.

When estate planning is this easy, why wouldn’t you set aside some time and set your family up—for a comfortable future?

If you don’t, you could be another statistic of someone who loses hundreds or thousands of dollars that could otherwise be given to your family. This money that you worked so hard for can be lost due to estate taxes, probate costs, and legal costs.

And let me make myself clear. It’s not that people want to become another statistic. No one wants to lose money. But it does happen. It happens because of a lack of knowledge of what needs to be done and how to get it done.

You’ll be happy to know that you don’t have to be an estate planning, financial, or legal expert to prepare your estate. All you need to do is make the time.

If you can do that, you and your family can be confident that your assets will be protected!

Peace Of Mind For You And Your Loved Ones is designed to help anyone prepare their family for the future...no matter how much or little you know about estate planning. You will benefit from this tool:

• If you have a spouse and/or children. They will be able to know exactly what your final wishes are and the details to your estate.
• If you have parents. They may or may not have made any preparations, but this will help you help them plan their estate.
• If you have assets. In this workbook, you can clearly define who you want to have what assets so there is no confusion—and so they don’t go unclaimed—or worse, to the government!
• If you are in the estate planning business. This tool will help your clients know how to organize their estate, while minimizing the confusion.
   

No matter who you are, you will have peace of mind, knowing your loved ones are taken care of.

Your Life’s “Snap-Shot” Recorded in
One Simple, Easy-to-Use Workbook

Peace Of Mind For You And Your Loved Ones is divided into eight sections. When each of the eight sections is completed, you and your family will have a comprehensive “snap-shot” of all the important details in your life.

Anyone who needs to know about your final wishes, financial information, or estate information, will be able