Do yourself (and your family) a favor, and reduce the burden of sorting out your affairs. Download this estate and family organizer so that you can list your estate planning documents, beneficiary designation forms, and important people who may need to be contacted in the event of your death or incapacitation.

Available in PDF. Enter your email and we will send you the book.

What's InsideAuthorDownload

What's Inside

Use this document organizer to map out all of your personal information in one place, including:

  • Personal Information and General Information
  • Family History
  • Trusted Advisors and Friends
  • Assets and Debts
  • Inventory of Digital Property (blogs, social media accounts, online banking, etc.)
  • Important Document Location
  • Final Wishes and Desires for Family

About The Author

Ryan Dunn ChFEBCâ„ , founder of Federal Navigators, is a registered representative specializing in Federal Employee benefits. He earned his Charted Federal Employee Consultant designation by completing multiple training courses and passing rigorous examination covering the Federal Employee benefit system.

After helping hundreds of Federal Employees gain a better understanding of how to bridge the gap between employee benefits and retirement, Ryan co-founded Federal Navigators alongside the current partners of Medallion Financial Group; Dan Searles, John Stohlman, and Laura Stohlman.

In addition to working one-on-one with Federal Employees, Ryan speaks about employee benefits at local seminars, trains other financial professionals on the Federal Employee benefit system, and publishes articles and videos aimed at making the benefit system easier to understand. His articles on retirement planning have been featured in Northwest Prime Time.

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Securities offered through Securities Service Network, LLC, Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.

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