Where’s the Key to the Safe? Workbook: How to Avoid Probate Pitfalls and Maximize Family Finances - Couverture souple

Zabko, Cameron; Baker, Pam

 
9798991857048: Where’s the Key to the Safe? Workbook: How to Avoid Probate Pitfalls and Maximize Family Finances
Couverture souple
ISBN 13 : 9798991857048
Editeur : Lasting Legacy Consulting, 2025

Synopsis

Turn Estate Planning Advice into Action with This Simple Companion Workbook

Your family deserves peace of mind, not paperwork nightmares.

When a loved one dies or becomes incapacitated, grief shouldn’t be compounded by financial confusion, probate delays, or the hunt for critical documents. Created by financial advisor Cameron Zabko, CFP®, and Widows Who Wine™ founder Pam Baker, authors of Where’s the Key to the Safe?, this thoughtfully crafted workbook combines professional precision with lived experience to address the messy realities of what happens after loss.

Whether you're managing your own legacy or helping aging parents, this workbook gives you the tools to:
  • Capture all essential documents—such as wills, trusts, directives, account access—in one central location.
  • Make estate planning approachable with easy prompts, checklists, and fill-in-the-blank pages.
  • Record your insurance, passwords, contacts, financial accounts, and final wishes.
  • Spot gaps in your planning that could cost your family thousands—or leave them scrambling.
  • Create a personalized legacy binder your family can actually use when it matters most.
No complex legalese. No cluttered spreadsheets. Just a thoughtful, organized system that makes your plan real.

If you’ve been meaning to get your affairs in order, this is the place to start. Pick up your copy of Where’s the Key to the Safe? Workbook today and turn your planning into doing.

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À propos des auteurs

Cameron Zabko is a Certified Financial Planner(R) professional and founder of Westhollow Wealth Management. He helps families and business owners create estate plans that protect their legacies and financial futures. Cameron lives in Milton, Georgia, and his insights have been featured in NerdWallet and industry periodicals. Learn more at westhollowwealth.com.

Pam Baker is the founder of Widows Who Wine(TM), a community helping widows find connection and joy after loss. A dedicated problem solver and advocate, she also hosts The Lost Love Stories podcast. Pam lives in Roswell, Georgia, surrounded by her four children, a revolving door of friends, and many pets. Learn more at www.widowswhowine.com.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Lasting Legacy Consulting
Date d'édition
2025
Langue
anglais
ISBN 13 
9798991857048
Reliure
Broché
Nombre de pages
66
Coordonnées du fabricant
non disponible
Personne responsable
non disponible