Losing someone you love can leave families facing countless details at a time when even simple tasks can feel overwhelming. When A Loved One Passes was created to provide a thoughtful place to organize those details, gather important information, and keep track of what matters most.

Created by Legal Document Assistants, this workbook combines practical worksheets, checklists, helpful tips, resource information, and reminders to help families work through the process at their own pace.

This 78 page workbook is designed to be flexible in order to grow with and for your loved ones. Complete it from beginning to end, work through only the sections you need, or rearrange the sections to suit your family's circumstances.

Use it to organize information such as:

Important family and personal contacts
Estate planning documents and their locations
Financial and insurance information
Property and other important records
Military service information
Digital and online accounts
Personal wishes and other important details

Throughout the workbook, Good to Know, Helpful Tips, Resource Tips, and Gentle Reminders provide practical information to help readers recognize details that can easily be overlooked.

Once completed, the workbook can become a central reference for the family and may be useful when gathering information for an attorney, tax professional, financial professional, or other professional assisting with the family's affairs.

This workbook is not a substitute for legal, tax, financial, or other professional advice. It is a practical organizational resource designed to help families gather and preserve important information.

Heritage By Morales

Thoughtful Resources for Life's Important Moments.

When A Loved One Passes

$69.95

Quantity

Your Heritage package includes more than the workbook.
You'll receive:
A Keepsake Binder — A beautiful one inch leather binder, carefully chosen to protect with elegance and dignity.
When A Loved One Passes — The complete Heritage workbook with thoughtfully designed worksheets, checklists, Resource Tips, Helpful Tips, Good to Know sections, and Gentle Reminders.
Section Tabs — Each section is tabbed for easier and quicker reference, extra tabs are provided to use and organize your own content how you see fit.
Room to Make It Yours — add your own documents, notes, copies, and additional information. Sections can be completed in any order and arranged to suit your needs.

Use each section from beginning to end, start with the sections most important to you, or reorganize it as your needs change. When completed, it can serve as a central reference for you, your family, or the professionals assisting with your affairs.

Heritage By Morales — helping you carry the details so you can carry the memories.

When A Loved One Passes

What You'll Receive

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