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The Beneficiary Book - Demo - Active Insights

More Information and Features about
The Beneficiary Book Interactive e-Book


Fill-it-out on your computer, save your data and print it out.
Or... for those who would prefer not work on their computer...
Print out blank forms and fill in by hand.

Backing up, editing, updating and distributing your data couldn't be simpler!

Because this program is in PDF (Portable Document Format), you are literally a few mouse clicks from backing up and retrieving your data from any media source from a thumb drive to an offsite subscription backup service. You can even email all or part of your saved data yourself or a trusted person.

"This extremely thorough book can help you create a
roadmap for your agent or survivors that can be very handy
when tragedy strikes. It covers not only financial records, but
also things you might not have considered, like copyrights
and patents that you hold, and where you keep your
divorce papers and military discharge papers."
- Deborah L. Jacobs, Forbes Magazine

This interactive e-Book includes 8 Sections to record vital information about every person in your household, including people with special needs
  • Section One: Important Personal and Medical Information - This section is designed to record vital personal and medical information for every person in your household. We've even included a Medical Information ID card that will alert medical professionals where and how this vital Information can quickly be obtained.
  • Section Two: First Things to do in an Emergency - This Section will help you to create priority lists for "who to call first" - "what to do first" and "where to find things" that need to be Found in a hurry.
  • Section Three: Estate Plans and Final Arrangements - This section includes all the forms needed to record everything from your final wishes and arrangements to all the details related to your estate documents.
  • Section Four: Finances, Investments and Insurance - Here you can centralize just about everything relating to investment, financial and insurance matters.
  • Section Five: Inventories - This section will help inventory just about everything you own: personal possessions, vehicles, family treasures, the contents of a safe-deposit box and more...
  • Section Six: Business Interests - This section deals with recording some of the basic and important aspects about your business.
  • Section Seven: Strictly Confidential - As the name implies, this is the place to record confidential computer passwords, PIN numbers, etc.
  • Section Eight: Everything Else - This is the place to centralize Inside secrets about your home, information about Your Pets, personal thoughts and reflections, a place to write ethical wills, etc.) This section also includes a detailed Disaster Preparedness Guide and Survival Checklist.

"If you wouldn't give your children the keys to the car before first teaching
them to how to drive, then why would you pass down all or part of your
estate to them without also passing down the wisdom to use it wisely?"
- Martin Kuritz, author of The Beneficiary Book

The proof is in the pudding...

Click the "View Demo" button below to take The Beneficiary Book Interactive e-Book for a test drive.

Order online or call (toll-free) 1-800-222-9125

Download Edition
Available for both
PC and MAC Computers

Download Edition
Only $19.95


Interactive E-Book (for PC or MAC)
118 pages (PDF format)
ISBN: 0963722840

Adobe Reader version 9 or higher is required for the "Save Form Data" feature to function.
If you DO NOT have Adobe Acrobat Reader version 9 or higher installed on your computer, click on the "Get Adobe Reader" icon below to download a free copy of the latest edition of Adobe Reader.

Click HERE for Download and Installation Instructions for The Beneficiary Book Interactive e-Book PC Edition