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Free Printable! Flip Through | Financial and Estate Planning in a Happy Notes Notebook



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I used to think that estate planning was something only wealthy people did, but according to Business Insider, "estate planning is important for everyone no matter your age or wealth." The Estate Planner that I've set up in my Happy Notes Notebook is not just focused on financial planning, but has other information that surviving family members will need in order to make the process as easy as possible for them and to give peace of mind. This is information that may not appear in a will or the other legal documents associated with estate planning, so it could be very helpful to your family to have it organized and accessible.

Free Printable (fits in classic-size Happy Planner): https://tinyurl.com/wdj3wmyk

[Timestamps]

Introduction to estate planning and the Estate Planner [0:36]
When to update the Estate Planner [2:14]
Flip-through of front section of planner [5:17]
Flip-through of Financial Info Section [8:42]
Flip-through of Other Info Section [13:28]
Flip-through of Call Log Section [16:56]
How to change information in the estate planner [18:51]
Review of the Family Emergency Binder [21:08]
Additional Free Resources [23:02]

[The Resources I Mentioned]

Estate Planning Checklist: https://www.investopedia.com/articles/retirement/10/estate-planning-checklist.asp
Letter of Instruction: https://www.investopedia.com/articles/retirement/08/letter-of-instruction.asp
The Family Emergency Binder: https://smartmoneymamas.com/ice-binder/

[The Supplies I Used*]

The Frixion pen I used: https://amzn.to/3BbJPoV
My stencil: https://amzn.to/3pw9cPX
My black pen: https://amzn.to/3npXvJC
The paper that I used for the planner printables: https://amzn.to/3k9q36C
My printer: https://amzn.to/2Njqa3E
My paper cutter: https://amzn.to/2sV4BIf
My highlighters: https://amzn.to/2SKkzpu
My paper punch: https://amzn.to/3ue46bB
My grey brush pen: https://amzn.to/2P96pKF

[References in Order of Appearance]

Berry-Johnson, J. (2021, Jan 14). Estate planning is an important strategy for arranging financial affairs and protecting heirs — here are 5 reasons why everyone needs an estate plan. Business Insider. Retrieved from https://www.businessinsider.com/why-is-estate-planning-important

Estate Planning. Cornell Law School. Retrieved October 23, 2021 from https://www.law.cornell.edu/wex/estate_planning

Brennan, C. (2020). Family Emergency Binder. Smart Money Mamas. Family Emergency Binder - No Children - Printable - SMM.pdf

This video is under Fair Use:
Copyright Disclaimer Under Section 107 of the Copyright Act in 1976; Allowance is made for "Fair Use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use. All rights and credit go directly to its rightful owners. No copyright infringement intended.

*FTC Disclaimer: Some of the links listed in the description are amazon affiliate links. I purchased all items used in this video with my own money. This video was not sponsored and all opinions are genuinely my own.
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