I've included a PDF document to record all your important information, should you become incapacitated.
If you'd like to tick this off your to-do-list, you can use this PDF to list all your important information for your family in case there is an emergency. It also lists the important documents to keep together with this file.
Let one or two family members know where you've stored it (along with my business card), and feel rest assured that you'll make it easier for relatives and friends should the unforeseeable occur.
No one likes thinking about their own death. It does make sense to get past this once a year, and make sure you’re up to date with all things death.
Knock the dust off your will and take it to your financial adviser or lawyer to see if it still talks to what you want and your current circumstances. Does your spouse know where it is kept? Does the rest of your family know where to start?
It’s also a good idea to put a 1 pager together to help who ever needs to take your documents to the executor. On this you could list the following:
This list is not exhaustive but points you in the right direction and will be of great help during a difficult time.
I'm a Life-First financial adviser looking to develop long term relationships with my clients.