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If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]

Your health care directives — including your living will and power of attorney for health care — might be the most important estate planning documents you ever make. Giving your family clear, written direction about your end-of-life wishes can spare them anguish — and make sure you get the kind of care you want. With […]

The 4 legal documents every adult should have One part of being responsible to your family and friends is having the right legal documents in place to protect them if something happens to you. Most people procrastinate doing this because they think it’ll be expensive or time consuming–and, of course, preparing for tragedy isn’t cheery.…

Day 13

Beneficiaries

Welcome to Day 13! 

Today you will compile Info on your Beneficiaries and what they can expect when you “ditch this joint!”

If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 15.

In this Chapter, you will document your Life Insurance Policies, Employer Benefits, Social Security, Retirement, Veteran’s Benefits and any other type of Benefit your Beneficiaries can expect to receive.

Life insurance has long been a part of estate planning in the United States. Although life insurance does not need to be a part of every person’s estate plan, it can be useful, especially for parents of young children and those who support a spouse or a disabled adult or child. 

Read Do I Need Life Insurance here

Is Life Insurance Worth It?

Choosing a beneficiary for your Life Insurance Policy can be as challenging as figuring out exactly what kind of life insurance to buy. 

Read Your Options for Choosing Life Insurance Beneficiaries here.

Think Life Insurance is too expensive?

Read: How to find affordable life insurance

Curious how payouts work? Read Life Insurance Policies: How Payouts Work.

Social Security – wondering what your survivors will get? Read what your survivors will get here.

Retirement – read help your survivors access your retirement and pension accounts.

Veterans Benefits – read 7 important benefits veterans’ survivors should know.

Use the Other Notes section in Chapter 15 to document anything else that your Survivors need to know about receiving any type of benefit. Maybe Aunt Sara has been through an ordeal claiming Uncle Jerry’s veteran’s benefits, and she can help your Survivors with this.

Almost at the 1/2 way mark…..keep plugging! Just remember – you are doing this for your loves!!

Next up – Day 14 – Personal Property

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