A client of mine recently suggested that I recommend something like this book, here is the Amazon description:
One of the biggest problems people face when a family member passes is finding and acting on critical information such as final wishes and arrangements, financial accounts, wills, house maintenance records, etc.
My Family Record Book is a complete step-by-step guide that will help you keep tract of and organize: final wishes & arrangements, computer information and passwords, estate planning documents, employment records, insurance policies, tax records, retirement accounts, government benefits, real estate records, house maintenance and more!
Much more than a check list of information, this guide helps you convey how and why decisions were made so others can make informed choices about such items as:
• How to keep the household running smoothly
• Where to get cash and how to access financial accounts
• How to get into your computer and access passwords
• How and when to downsize
• Which ongoing services to stop and which to keep going
Whether you are planning for retirement, have aging parents, or are a caregiver or estate executor, this book will help you organize important information so everyone will feel in control and know what to do during a stressful time.
My Family Record Book is the easiest and best way to organize your records and instructions for you and your family. Most importantly, it provides you with peace of mind knowing that vital information is easily accessible and is a loving and important gift for those you care about most.
Order a copy of this book today and empower your loved ones with knowledge!
The good news is if you are a Kindle Unlimited subscriber the book is free, otherwise it’s only $3.95. If you want the physical copy it will set you back about $15.
I’ve not yet read the book, but after reading the glowing reviews, I suspect I won’t have much issue with it. Now if only there was a simple online system we could use to implement much of this!
Scott Dauenhauer, CFP, MPAS, AIF