When A Loved One Passes — Content Only

Already have a binder, filing system, or your own way of keeping important documents together?

This version gives you the 78-page Heritage workbook without the binder and numbered tab dividers—so you can use the guide with the system you already have.

It may be a good fit if you:

• Already have a binder or filing system you'd like to use

• Have folders, document sleeves, or other organizational materials on hand

• Want the guidance and worksheets without purchasing another binder

• Are looking for a more flexible or budget-friendly way to use the Heritage Guide

• Simply prefer to organize things your own way

  
  

What You'll Receive

One 78-page When A Loved One Passes workbook, containing:

• Practical worksheets

• Checklists

• Good to Know information

• Helpful Tips

• Resource Tips

• Gentle Reminders

• Space for notes and additional information

• Sections covering family and personal contacts, estate planning documents, financial and insurance information, property records, military service, digital accounts, personal wishes, and other important details

  
  

Use the sections in order, skip the ones that don't apply, or incorporate the pages into your existing system.

You bring the binder. We'll provide the helping hand.

This version is designed to give you the organization, guidance, and practical information found in the complete Heritage Guide while allowing you to use the materials you already have.

Please note: This listing includes the 78-page workbook only. Binder and tab dividers are not included.

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.