GET ORGANIZED WITHOUT OVERWHELM
The Books +
FREE Forms
Ready to protect your family but not sure where to start? Judy's books give you step-by-step guidance plus FREE downloadable forms when you purchase.
No more wondering what documents matter or how to organize them. These books have helped thousands of families go from overwhelmed to organized.
Choose your starting point below and get your free forms.
2 Books, One Goal: Get Your Family What They Need
Whether you want to start with essentials or create a complete system, Judy has the perfect book for you.
Each book comes with access to FREE downloadable forms.
Both printable and fillable versions,so you can get organized immediately.
Here's how it works:
- Choose your book and order
- Return here with your order number to unlock your free forms
- Start organizing with confidence using Judy's proven system
Ready to get started?
Pick your book below and take the first step toward giving your family peace of mind.
Quick Start Guide
Get the Essentials
Organized Fast
Perfect if you want to get the most important documents organized without feeling overwhelmed. Focus on what matters most and get immediate protection for your family.
The Complete Guide
A Comprehensive
System
Ready to organize everything? This complete guide covers all aspects of your digital and physical life, ensuring your family has everything they need no matter what happens.
FREE Forms Kit
Printable & Fillable
Forms
When you purchase either book, get instant access to all the downloadable forms referenced in the books. Both printable PDFs and fillable digital versions included.
BEYOND THE ESTATE PLAN
QUICK START GUIDE
From "Oh No" to "All Set" in One Weekend
Picture this: It's 2 AM and your spouse needs emergency medical care. Or there's a mandatory evacuation order. Your heart is racing, but the last thing you want is to frantically search for insurance cards, medical histories, or important phone numbers.
That pit-in-your-stomach feeling? That's the moment you realize you need to get organized - now.
What's Inside the Quick Start Guide:
- Emergency Grab & Go File - Everything critical in one place
- Essential Contact Information - Medical, legal, financial contacts organized
- Digital Legacy Planning - Passwords and digital accounts sorted
- CALM Method™ - Simple 4-step system that actually works
- Document Collection Guide - Know exactly where to look for what you need
Ready to go from worried to prepared in just one weekend?
ORDER →BEYOND THE ESTATE PLAN
THE COMPLETE GUIDE
From "What If Something Happens to Me?" → "My Family Has Everything They Need"
You're lying awake at 3 AM thinking: "What if something happens to me? What about my digital accounts, my investments, my timeshare, my pets? Will my family know where everything is? Will they understand my wishes?"
That overwhelming feeling of knowing there's so much more than just the basics? That's when you realize you need the complete system.
What's Inside the Complete Guide:
- Healthcare Documentation - Complete medical history, all providers, detailed insurance info
- Legal & Financial Security - Document inventory, safe deposit box records, digital assets
- Property & Asset Details - Real estate, vehicles, recreational vehicles, timeshares, bonds
- Care Instructions - Comprehensive pet care, childcare, dependent adult care guidelines
- Digital Legacy Planning - Social media accounts, subscriptions, password management
- Personal Letter Template - Share your final wishes clearly with loved ones
You've created a complete roadmap for your loved ones. That nagging worry that used to wake you up? Gone forever.
Ready to create the complete system that covers everything?
ORDER →
Unlock Your FREE Downloadable Forms
in 3 Easy Steps
Step 1
ORDER
Your Book
Choose Your Starting Point
Pick either the Beyond the Estate Plan Quick Start Guide for essentials or the Complete Guide for comprehensive coverage. Order directly from Amazon using the links above.
QUICK START GUIDE →
Step 2
UNLOCK
Your Forms
Send Your Order Number
Return to this page with your Amazon order/confirmation number. Enter it in the form below to get instant access to the printable and fillable forms.
Step 3
SHARE
with Friends
Help Others Get Prepared Too
Invite your friends and family to grab these crucial forms and set their families up with peace of mind. Share this page and help spread the gift of preparation.
One of the most important books you will purchase in your lifetime.
"One of the most important books you will purchase in your lifetime - Your kids will thank you too! Fortunately, Judy Guertin created a comprehensive guide that walks the reader through organizing your affairs in a straightforward, step-by-step manner. This valuable resource ensures that your loved ones know where to look to find what they need, no matter the circumstances. The real benefit of this book is the peace of mind it will give you and your family when it is complete."
Hawthorne/ Beyond The Estate Plan Member
User-friendly advice for immediate preparation.
"User-friendly advice for immediate preparation of a - hopefully distant - need. This plan covers all the pre planning needed to assist the heirs in finalizing an estate."
Chrest / Beyond The Estate Plan Member
All that you need
"Clear and concise with all that you need. Makes for a great practical gift too!"
Juliana Kathman / Beyond The Estate Plan Member
