To my family and friends…
I am aware of the emotional upset one may experience at a time such as this. So that I may spare you any additional unrest, I have prepared this booklet to help you with the planning and decision making that must be done. Within these pages I have outlined my final wishes. I have specified the arrangements that should be made and provided a list of those who should be informed of my passing. I have also provided a detailed list of all legal and financial information that will be needed when settling my estate. I hope this somewhat lessens the difficulties you may face upon my passing.
This Final Wishes Guide is a gift to you and your family. Use it to reduce your loved ones responsibilities, inform your life insurance beneficiary(ies), and to put all your notes in one place. We understand the importance of a Final Wishes Guide and as a licensed insurance agent, I might contact you to follow up with you to discuss the guide and your specific plan for readiness.
Americo Financial Life and Annuity Insurance Company is authorized to conduct business in the District of Columbia and all states except NY and VT. Products are underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Americo Financial Life and Annuity does not consider this information legal advice or creation of a legal will. For legal advice regarding wills and trusts, please consult an attorney. The “Final Wishes” guide is for fact finding purposes only and does not constitute a will or legal document.