Welcome, Set Your House in Order Participants & Facilitators!

 

The following tools are available for you as you participate in a Set Your House in Order Bible study

 

1. Document Organizer (PDF)/Document Organizer (Excel)

2. Credit Card List (PDF) /Credit Card List (Excel)

3. List of Investments (PDF)/List of Investments (Excel)

4. List of Investments-Bonds (PDF)List of Investments-Bonds (Excel)

5. List of Investments-Mutual Funds (PDF)/List of Investments-Mutual Funds (Excel)

6. List of Assets-Bank and Brokerage Accounts (PDF)List of Assets-Bank and Brokerage Accounts (Word)

7. List of Assets-Real Estate (PDF)/List of Assets-Real Estate (Word)

8. Mortgage Notes-Receivable (PDF)Mortgage Notes-Receivable (Excel)

9. List of Assets-Items Loaned to Others (PDF)/List of Assets-Items Loaned to Others (Excel)

10. List of Assets-Automobiles and Other Vehicles (PDF)/List of Assets-Automobiles and Other Vehicles (Excel)

11. List of Assets-Valuables (PDF)/List of Assets-Valuables (Excel)

12. List of Assets-Business Valuation (Excel)

13. List of Assets-Retirement Plans (PDF)/List of Assets-Retirement Plans (Excel)

14. List of Assets-Other Assets (PDF)/List of Assets-Other Assets (Excel)

15. Deed (PDF)

16. Debt List (Excel)

17. Financial Statements (Excel)

18. List of Advisors (PDF)/List of Advisors (Excel)

19. Passwords (PDF)/Passwords (Excel)

20. Future Income List-Social Security (PDF)/Future Income List-Social Security (Excel)

21. Future Income List-Company Retirement (PDF)/Future Income List-Company Retirement (Excel)

22. Future Income (PDF)/Future Income (Excel)

23. Variable Expenses (PDF)/Variable Expenses (Excel)

24. Monthly Spending Plan (PDF)/Monthly Spending Plan (Excel)

25. Life Insurance Calculation (PDF)/Life Insurance Calculation (Excel)

26. Insurance Inventory (PDF)/Insurance Inventory (Excel)

27. Work Related Insurance Inventory

28. Health Care Power of Attorney

29. Advance Health Care Directive-Catholic Living Will

30. Organ Donation Form

31. HIPPA Waiver of Confidentiality

32. Your Legacy Letter

33. Funeral Instructions-Husband

33. Funeral Instrucions-Wife

34. Guardians for Children

35. Distrubution of Personal Property

36. Giving List

37. Estate Planning Checklist

38. Estate Planning Worksheet