Orange Tree Consulting is dedicating to Helping you plan for the future and helping you deal with the present.
Being prepared will give you peace of mind, and may be the biggest gift you could give to those you leave behind one day, but also planning for the now, ‘FILE X’ will help you simplify the administrating of one’s Life.
Purpose of this file
Being prepared will give you peace of mind, and may be the biggest gift you could give to those you leave behind one day. That is why the documentation in this file will help you when you need to obtain your personal or your spouse/partner/friends detail in any eventful situation. It will prevent important items in your life from being forgotten or lost and helps to simplify the administering of one’s estate.
Please keep this file in a safe place and that is known to a family member or friend.
BENEFITS for Customer:
User friendly developed document templates
Simplify the administrating of your LIFE information
Information available by the push of a button
Giving you peace of mind
What led to the development and accrue of this specific idea??
My name is Odette Nagel, I’m 31 years old. In the prime of my life, happily married and living my dream….my life was 110% perfect. In a second my life changed...
My husband passed away.
Losing the love of my life was very traumatic and excruciatingly painful. There are so many things to deal with, everything around you change and things happened so very fast.
Knowing how one can run around searching for documentation and other personal admin papers; not knowing all the bank account numbers; the company where you have your electricity account with; the estate manager’s details etc. In a time of crisis you want your family and loved ones to deal with as little stress possible when it comes to dealing with your personal affairs and paperwork.
Please note: this is not marketing complain for any organization or company; This file was born into existence by me wanting you to help you and your family / next-of-kin to reduce the stress in having all documentation at hand and easily accessible at any time.
How does this file work?
This file contains different sub divisions. All the information that you will need and probably don’t and won’t have at your fingertips.
There is a brief description in each section on the specific matter/subject.
You do not have to file all the ‘personal’ documentation relating to your will for example; you can list the attorney or relevant company that has a copy of your latest will and testimony , just to make it easier to attain all the document from the different sources/companies.
What you will find in this file:
Name and Surname
Domestic employers detail
ID Document and Passport
Options and descriptions
Credit Life Insurance
Body Corporate / Managing Agent / Levy & Municipal rates and taxes
Financial details (Accountant, Income tax number)
Insurance, Annuity, Investments, Policies, Pensions fund, Unit trusts
Last Will and Testament
All the documentation in this file and subject matters mentioned /listed / discussed and opinion formed is a result from my own experience. And I do not take any responsibility for any mistakes or misinterpretations.
Please note: Orange Tree Consulting(Odette Nagel) will not be held responsible for any errors and or omissions. If your circumstances are complex or unusual or if you are in any doubt as to what action to take, you are advised to consult an attorney.
All rights reserved. This copy is the work of Odette Nagel and compiled to act as an assisting tool. This file is copy protected and you are not allowed to copy and re-sell or distribute the information in the file.
How to use the following symbols and pictures in the file!!
When ever you see this wording you will find a descriptive meaning for the subject.
This is a document developed for you to capture your personal information.
This is where you will find a hint or a tip in the file.
‘Life is about the choices you make.’
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