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Do you have the Book?

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 8

Financial Information

Welcome to Day 8! 

Today you will compile your Financial Information. 

If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 10.

In this Chapter, you will not not only list your Bank and Credit Card Accounts, but will record who your Financial Power of Attorney Agent is if you are “Zombified” and not able to make decisions for yourself!

Read more about why you need a Financial Power of Attorney here.

Your Executor will need the information found in Chapter 10 to close and pay accounts.

Read about protecting the dead from fraud here.

You will also find a section to list your Rewards, Frequent Flyers Miles, Safe Deposit Box, What you Owe, Any Loans, Judgments, Possessions, and What is Owed to you. In many cases, you may have let family or friends borrow money or possessions. If you don’t document these here, then they could be forgotten when you depart.

You are doing awesome job of getting your crap together so your Family won’t have to! Way to stay focused on Preparing and Protecting your Family! (2 Thumbs up!)

Next up – Day 9 – Retirement Plans

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Lena

My Husband George and I were finally able to get our affairs in order due to your website and Book....

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Lena

My Husband George and I were finally able to get our affairs in order due to your website and Book. I can't thank you enough. We had talked about it for years and didn't know where to start. We followed The 30 Day Challenge and finished in less than 30 days! Thanks again!

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