Getting Your Financial House in Order For When the Time Comes

Creating a notebook with all the important information your loved ones will need when the time comes.

Face it, none of us like to think about what will happen when we die. However, we all worry about it. We have seen the mess loved ones left when they passed and how hard it was to dig though paperwork and files to try to find the important information one needs to close out an estate.

In the past we have talked about not leaving clutter and a messy house for our loved ones, but it is even more important not to leave a financial mess.

This month in our Facebook Live event, we will be putting together our notebooks with all of the information our loved ones would need in the event that we are no longer here. It will not be an easy task, but one that will leave us feeling in control, allowing us to live a fuller life knowing that if something does happen to us, all our family need to do is grab the notebook. It will be one less thing to worry about.

This notebook will include:

  • Our wishes
  • To do list
  • Important financial and insurance info
  • Log in information
  • Contact info for those who can help
  • Medical history

We hope you will join us on September 14th at 10:00 for this presentation. CLICK HERE to let us know you will be joining us.

Leave a Reply

Your email address will not be published. Required fields are marked *