Introducing the To My Heirs Digital Spreadsheet

Hi, Bob Carlson here.

I’ve always said that the best gift you can leave your heirs is a record of your key financial and personal data. That’s why I’m excited to announce a suppliment to my popular report, To My Heirs: A Book of Financial Wishes and Instructions : The To My Heirs Digital Spreadsheet.

Completing the To My Heirs spreadsheet and keeping the contents up to date will make it easier to manage your retirement finances. More importantly, by letting others know about the spreadsheet and how to access it, you’ll ensure the smooth transition of your affairs when it’s time for others to take over.

This easy to use, Microsoft Excel spreadsheet has tabs/worksheets, in the file for different subject areas including: Documents, Financial Information, Home Information, Subscriptions and more. All you’ll have to do is enter the information in the appropriate cells within the spreadsheet.

Another advantage is the file can be stored in the way that’s most convenient for you and makes it accessible to those who might need it. You can keep it on your hard drive, on a portable drive, or on a cloud account.

You can periodically send it as an email attachment to someone who needs it, though you have to be sure both email accounts are secure. The way you choose to store it also can make it more secure than the paper version.

The spreadsheet also helps in your daily financial decisions. All the basic information about your accounts, assets, and other financial matters is in one place. You won’t spend time hunting through files or papers for account numbers and contact information.

So download your copy of the To My Heirs Digital Spreadsheet for only $14.99. It’s the single best gift you can give to your heirs.