A personal / financial planner to capture your medical information and advanced directives,travel plans, child / pet care, emergancy contacts, real estate, investments, insurance and other assets, employment, estate and legacy planning, and much more.

The Homefront Security & Legacy Planner guides you through the process of Identifying, Documenting, Developing Plans and Distributing Information to the care providers of your choice for "JUST IN CASE" situations and keeps the torch of knowledge burning brightly to secure your personal homefront and legacy! 

The planner captures the following information in "IV Phases":

Phase I:
WHILE YOU ARE AWAY

• Travel Itinerary
• Medical Information
• Child Care
• Emergency Contacts
• Home Services & Schedules
• Pet Care
• Livestock Care

Phase II:
ASSETS, LIABILITIES & LEGAL DOCUMENTS

• Banking
• Investments
• Insurance
• Employment/Income
• Real estate
• Vehicles
• Legal
• Valuable/Sentimental Personal Property

Phase III:
LEGACY MANAGEMENT

• Legal Definitions
• Advance Directives
• Assisted Care
  (short or long term)
• Disability Planning
• Estate Planning
• Deceased
  (what happens then)
• Final Disposition Planning

Phase IV:
CLOSING OUT AN ESTATE

• Executor Duties
• Tools for Closing an Estate
• Documenting the Estate Closeout
• Records Retention Requirements

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