Beneficiary Directory

The Beneficiary Directory, Your Personal System to Organize Your Important Documents, provides a step-by-step guide to putting the most significant documents in your life in order. It does not require a complicated filing system but instead works with the one you already know and use, helping you answer these four questions: What documents do I need? How will my beneficiaries find these documents? Who should have access to these documents, and when? Who will best advise my beneficiaries? Created by accountant and financial planner Mark H. Kaizerman, the Beneficiary Directory has been in use for some time with his exclusive client list, and now he brings it to the general public in its uncomplicated format. Endorsed by leaders of the financial planning, legal, accounting and health care communities as a valuable addition to all estate plans, the Beneficiary Directory helps ensure that your values, beliefs, and influence can continue uninterrupted into the future. With this system, you provide a solid bridge for the transfer of information from one generation to the next, giving loved ones and easy transition in an otherwise difficult period. Imagine - One File. One Location. One Call.