Why the Manual Was Created

Why the Manual Was Created

Tom Grandy 110x 160Like most things in life, this manual was created out of need.  Having lost both parents, I personally know how difficult it is to locate everything that is needed to close out an estate.  When my AARP card arrived several years ago, reality stuck again.  If something were to happen to my wife and I at the same time, our children would have no idea what assets we had or where they could be found.  What about my wife’s parents?  What if something were to happen to them?  Did anyone in the family have any idea of what they owned, what banks they dealt with, or even if they had a will?

Now, 25+ years after my mother’s death, I found myself having just turned 68 and again asking myself the same questions, but this time reflecting on my wife, three married daughters and our grandchildren.   Did my children know what assets we had, our funeral wishes, where our wills were stored, who our attorney was, etc.?  The answer, unfortunately, was no.  It was time to "create" something that could be filled out (manually or as a PDF fill-in-the-blank) to tell our family members, WHAT’S WHERE WHEN YOU’RE GONE!

This handy guide has worked for our family.  My hope is that it will be of benefit to your family as well.  Your comments and suggestions for improvement are most welcome. 

Tom Grandy