What happens the day after you die?
Your Personal Planning Checklist
Your Personal Planning Checklist
Have you thought about what happens to your family the day after you die? The weeks? The months? The years?
This planner includes the basic elements you need to ensure that your family affairs are organized and ready to share with those who, one day, will need them.
Financial Info - details of your investments, bank accounts, benefits, monthly bills and more
Personal Property - details your household inventory, real estate, motor vehicles and important documents
Personal Affairs -details your important contacts, insurance policies, medical information and final wishes.
Custom Info details your unique property, collections, recipes or anything not captured elsewhere in your plan
Choose family members, friends and/or trusted advisors to be your “designees”—the people you want to have access to your important documents and information.
Patti Thorpe
End-of-Life Planning Specialist
The best way to protect your personal information is by making sure that it's secure and only accessible when needed. Make certain the location where this data will live has all of these security features, like firewalls or encryption software for example!
The most important thing to have in a plan is accessibility. You need portable storage so you can access it from multiple locations at any time of day or night! It may be helpful if the file was saved digitally on one secure server rather than paper-based files which could get lost or damaged. A digital copy will make sure it's recoverable should information ever come into question later down the road. And, very important, this would help make sure that whatever happens even years later is legally dated for the most up-to-date documentation and readily accessible.
Your personal affairs should be openly shared so that upon your death, your final wishes are carried out.
Be sure that your information is encrypted for reading only. Your designated executor may have editorial access to make changes as you authorize. This should include safeguards such as date stamps each time a change is made and electronic signatures for your use as proof of permission.
