AEF FAMILY GUIDE

HIGHLIGHTS

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Whether utilizing it for someone else or yourself, the AEF FAMILY GUIDE is a place to collect critical and necessary information for organizing a person’s final affairs. It becomes a work-in-progress tool for you, a place you can collect critical information for your family and a greatly appreciated organized resource for quick and easy access by your Executor or Estate Administrator later. The AEF FAMILY GUIDE also contains step-by-step guidance with engaging and relevant instruction and information to help make things simpler and easier for everyone.

AN IMPORTANT CONSIDERATION IS TO HAVE NECESSARY AND CRITICAL INFORMATION COLLECTED AND ORGANIZED BEFORE IT IS NEEDED.

You may also have a lot of information in your head, on a note, or in some obscure place which will be needed later and should be recorded somewhere better. Having to find missing information and organize the disorganized can add a lot of time and extra cost when it is unnecessary. It is something one can take care of now to avoid higher costs of stress, time and money later. A smaller investment on your part now will reap much larger rewards as you enjoy the peace of mind of having your affairs in order.

INSIDE THE AEF FAMILY GUIDE Information collected in each section of the guide will be needed by the Executor (Personal Rep), Family and/or Estate Attorney. At the front of each section are instructions on what to collect and how to use it. Throughout the binder are additional special lists, how-to guides and relevant tips and information.

AEF FAMILY GUIDE SECTIONS

          ❖ Welcome

          ❖ Immediate Concerns

          ❖ Personal, Family & Estate Information

          ❖ Important Contacts

          ❖ Key Records and Documents

             ❖ Will, trust, pre-need, property deeds, marriage/divorce info, etc.

          ❖ Financial Matters

             ❖ Assets, Liabilities, Income and Expenses, Budget, etc.

          ❖ Essentials

             ❖ Pets, Keys, Online Accounts and Passwords, etc.

          ❖ Other Important Matters

             ❖ Give-Item-To List, Medical Summary, Social Security, Credit Reports, DMV, etc.

          ❖ Blank Forms and Lists

             ❖ Blanks to copy, lists to help, etc.

          ❖ What I Say!

          ❖ A Final Task

          ❖ Extra Stuff

AEF FAMILY GUIDE ADDITIONAL LISTS,

CHARTS, AND INFO INCLUDES:

          ❖ First Things First – What has to be done RIGHT AWAY?

          ❖ Determining Who is in Charge

          ❖ Settling Someone’s Final Affairs Overview

          ❖ The Similarities and Differences Between Wills and Trusts

          ❖ What is a Probate and When is it Necessary?

          ❖ Probate Timeline and Checklist

          ❖ When is an Attorney Needed?

          ❖ Options for Handling a Decedent’s Affairs

          ❖ How AEF Can Help

          ❖ How to Choose a Personal Representative

          ❖ Personal Representative Duties

          ❖ 5 Important Mistakes Personal Representatives Make

          ❖ The Executor Checklist and Timeline

          ❖ What About Social Security?

          ❖ Obituary Examples

          ❖ Key Terms Used in Estate and Probate Matters

          ❖ Relevant NRS Law (Nevada Law)