Legacy Planning Week 3: Where Is Everything Important?
Where is all the stuff? (where da gold at?)
This is week 3 of a 4-week challenge called: Death Prep for Dummies. The most pain-free way to start planning for the inevitable.
Imagine someone has to step in for you tomorrow. Would they know where to start?
This week is about logistics. Think about where your important documents, contacts, and account passwords live. Make them findable (but still secure).
Consider:
Legal documents: Will, power of attorney, healthcare proxy.
Insurance policies, deeds, and titles
Digital account logins and passwords
Funeral or care preferences
Prompt:
Could someone find the documents they’d need within an hour? If not—what’s missing or hidden?
Actions:
Create a centralized list (digital or print) of where everything is. Along with how to access them. If you need more guidance we just did a blog on Digital Legacy Planning.
Deadline (no pun intended): Do this by Friday and tell someone where to find your most critical documents or how to access your accounts.
With all due respect and a bit of jest…
Your Grief Guides @ Good Grief 🖤
Subscribe to join the challenge. Just 4 weeks and a few min a week to have an estate plan.
Let’s get your (after)life together. 💀