How Executor’s Dream Was Born
I was speaking with my client Charlene one day, and she mentioned to me that she was updating her binder. I asked her what the binder was about. She explained that she put everything in a binder to make it easier for her and her husband’s executor to settle their final affairs.
“Wow, what a great idea!” I said. “It would be an executor’s dream to have everything in one place”.
We chuckled about it and then the light bulb went on! I mentioned that we needed to share this with the world as many people could use this help. I dreamt about it all night and the next morning, I called her again to tell her I was serious, and we should go into business together to create a book and call it Executor’s Dream. Charlene encouraged me to move forward on my own with the idea. Less than 12 months later, Executor’s Dream was born.
The The English version launched on July 9, 2022, the French version on August 31, 2022 and the Spanish version was May 10, 2023.
I believe in this workbook so much, that my publisher, Global Book Publishing, and I have decided to take it across the globe. Research is needed to change the terminology for each country, but most of the workbook is usable everywhere. This first edition was written for people in Canada and the USA.


Table of Contents
1. Personal Information
2. Final Wishes
3. Legal Guardian Wishes
4. Finances and Debts
5. Loyalty Reward Cards
6. Investments and Retirement
7. Legal Contracts and Policies
8. Trusteeships, Foundations and Charities
9. Real Estate and Residence Information
10. Employer/Career and Employee Benefits
11. Automobiles and Recreational Vehicles
12. Online Accounts and Social Media
13. Memberships
14. Pets
15. Commercial/Business Information
16. Recipes, Secrets & Additional Information
3 main reasons why you need this book:
1.
2.
3.
All your important information is gathered in one place.
Your final wishes are recorded.
Your executor will be fully prepared to act on your behalf.
3 main reasons why you need this book:
1.
2.
3.
All your important information is gathered in one place.
Your final wishes are recorded.
Your executor will be fully prepared to act on your behalf.