Talking about emergencies, sudden illnesses and death won’t kill you but most people avoid the difficulty of initiating this conversation with loved ones. In our death- denying society, wouldn’t you like to avoid it all together? On the contrary, acknowledging these realities can prepare and protect your family in financial and non-financial ways. In this #givingtuesday post, give your family peace of mind!
IN CASE OF EMERGENCY
1. Have estate planning documents in place (will, trust, powers of attorney, living will) and DISCUSS your wishes with your desgnated representatives.
2. Create a checklist with names of documents and locations to be found.
3. Gather names and contact information of trusted advisors, family members, and others needed in case of emergency to be used as a resource guide.
4. Leave a trail of personal and household information including online accounts/ passwords, copies of utility/ phone bills for account numbers.
5. Leave instructions for personal property including what is to be gifted, donated and thrown away.
6. Ask for help!
Are you unsure where to begin? In the fall of 2019, Executrixie will be offering a series of Legacy Conversations. Email [email protected] to learn more!
