A beneficiary planner is an individual who helps people plan for their death. The term "beneficiary" refers to the person or persons who will receive your property after you die. A beneficiary planner can help you decide how to distribute your assets, which allows you to take care of loved ones and avoid probate. Beneficiary planners are one way that individuals can ensure they have a say in what happens with their estate after they pass away. They work with clients on wills, trusts, health care directives, disability planning, retirement plans and more! It's important that these conversations happen sooner rather than later so that beneficiaries know where to go when the time comes.
Here is the information about the PDF you were in search of to fill in. It will tell you the amount of time you'll need to complete beneficiary planner, what parts you need to fill in and a few other specific details.
|Form Name||Beneficiary Planner|
|Form Length||10 pages|
|Avg. time to fill out||2 min 30 sec|
|Other names||benificcary planner, beneficiary planning guide, beneficary planner, colonial penn beneficiary|
How to Use Your
This unique Beneficiary Planner has been prepared for
you by Colonial Penn Life Insurance Company, as a special service to our policyholders. It has been designed to make it
very easy for you to tell a family member or friend where things are...
and what your wishes may be after you pass away. This helpful planning guide provides room for you to fill in such vital information as...
♦Where your important papers are;
♦What needs to be taken care of;
♦What bills need to be paid or accounts cancelled;
♦And much more.
Please take some time to complete the information in this valuable resource guide. (If you need additional room in specific areas, you can add a sheet of paper.) Then, be sure to go over the information with a trusted family member or friend, put this guide in a safe place, and tell that person where the safe place is for their future reference. We also recommend that you review the information periodically and keep it
Preparing this information is a helpful way for you to get organized. Plus, it will be a great help to your family, your friends, and even your pets.
More About You and Your Family
Single Married Widow/Widower Divorced
Name of Spouse
Number of Children