The only system you will need so your spouse, beneficiaries, executor, and trustee can understand, with minimal effort, what you have, where it is, and what you want to do with it.

The stories are difficult to hear and everyone has them.

I am referring to the difficulties faced by a surviving spouse, children, and other loved ones when someone dies without adequately organizing their affairs – or at all.

My parents did it right. Their important documents – wills, trusts, powers of attorney, last wishes, favorite charities, and so on – were thoughtfully organized into a single three-ring binder. They made their wishes clear and wrote them down. 

Sadly, my father-in-law did it all wrong. While I enjoyed spending time with him, his lack of organization caused confusion, anxiety, and anger among his children. Besides the emotional toll, countless hours were spent tracking down details and straightening out loose ends like life insurance, credit cards, car titles, and more. The experience saddled his family with negative memories of an otherwise wonderful man.

Purpose-built for Generation X

Before I Croak is for those of you in middle age – 40s, 50s, and 60s. Love it or hate it, sooner or later you will join the growing community where it becomes important to think about what you are leaving behind for others. The numbers tell the demographic story.

For the first time ever, the number of adults over 60 in the world will exceed the number of children under five. Every day in the US 10,000 people turn 65. The number of older adults will more than double over the next several decades to top 88 million people and represent over 20 percent of the population by 2050. For you high achievers, every additional year yields twelve more months in which to create wealth.

The Before I Croak System

The book is a complete system with simple step-by-step instructions written in plain English to help you organize your estate. There are 10 chapters and 18 forms, from online account passwords and deeds and titles, to wills and trusts and the family balance sheet plus much more.

The importance of acting now

Your life can change fast, whether from an accident or illness. If you are blessed with good health, you still are not going to live forever. The best time to get into the habit of estate organization is when you are in your 50s, and 60s - 40s if you are an overachiever. Believe me, starting from scratch in your 70s is not how you want to spend your time.

The benefits are obvious and numerous. Good estate organization ensures your wishes are respected and executed as intended – giving you peace of mind. It eliminates ambiguity and potential disputes among family members, sparing them unnecessary stress during an already difficult time. You can protect your assets, minimize taxes, and ensure a smooth transition of wealth. Taking action now allows you to make important healthcare decisions in advance, guaranteeing that your preferences for medical treatment are honored.

Organizing your estate shows the love and consideration you have for those important to you, so they can focus on grieving and healing instead of legal and financial burdens.

Using the system

Download the ebook in its entirety. Review the forms and read the instructions. You can complete the forms as electronic files or print them then write in your information and answers. While the topics require serious, thoughtful discussion, the system tells you exactly what you need to do so you can focus on the content, not what you need.

Anger and anxiety shouldn’t overshadow your legacy

My wife and I promised each other that we would avoid the mistakes made by her father and improve upon the successes of my parents so our kids will have a simple and hassle-free experience at a difficult time. You should give this gift to your kids and loved ones too