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I created a document for our son that answers questions such as, “What should I do about…?” and “Where is the….”
In this document I list financial stuff, insurance information, loans status and sources, contact information for important people, and more.
We all know there are no guarantees in life. No one knows how long he or she will live. I’ve tried to picture our son trying to deal with things if
- I die, or my husband dies, and the remaining person needs help dealing with things
- My husband and I die together and our son is left with the house, cars, and STUFF
We have taken advantage of the expertise of our lawyer, our CPA, and spelled out what we want done as far as burial arrangements, made suggestions as to what to do with the stuff our son doesn’t want, and mainly tried to answer “where is the” with lists of what is in our safe deposit box and other secure places.
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We update the document every six months. (I procrastinate, thinking not much has changed – but each time I do it, I’m surprised how out-of-date much of the information is! We have tried to handle things as much as possible so that our son can do things from across the world, if needed, or he can get to everything he needs if he comes home. We probably haven’t thought of everything, but we try to rethink things twice a year, as if we were looking at the problem with fresh eyes.
We think it’s a very important way we can help the remaining spouse or our son take care of things as easily as possible.
It’s never too early to plan for when you’re not here anymore. We think it’s a good way to show our love.
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