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 […]
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!)
