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Quick Start

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Download Introduction [1-A]

General Recommendations to Make Things Easier for Your Survivors

Follow-Up Checklist [1-B]

This can be printed or completed in adobe acrobat as a fillable pdf. It will allow you to create a checklist of to-dos and to-finds.

How to use the Quick Start guide…

The form below is your quickstart guide. As you answer the questions it will tell you which sections you want to complete as you go through this online workbook. When you are done with the quickstart guide you will get the pdf in your email. Print it or save it and work down the different forms to complete your My “Everything” File®. 

Keep this PDF as a guide for the rest of your workbook!

The Quick Start Guide

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Resources Referenced Inside

TRACK YOUR MILES FOR TAX WRITE-OFFS

MileIQ is the leading Mileage Tracking App for Android, iPhone. Ditch your mileage tracker forms and let them handle your business miles for taxes.

FREE SOFTWARE FOR RECORDING LEGACY VIDEOS

Integrated email marketing, marketing automation, and small business CRM. Send beautiful newsletters, set up behavioral based automation, and benefit from sales automation.

SAVE AND SHARE PASSWORDS SECURELY

LastPass is the best password manager, password generator, and vault. Share passwords with friends and partners securely and effortlessly. LastPass makes and remembers your passwords, so you don’t have to!

FOR THOSE OF YOU THAT US AN ACCOUNTANT

ShortPixel is an image optimization and compression API and WordPress plugin that helps improve your website performance. plug in for website to make pictures smaller/optimized so website loads faster

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