What They Need to Know
This could be one of the most important documents you ever prepare.
When it’s needed, it will be too late.
Have you ever worried about what will happen after you’re gone, or when you will be in a state where you can no longer communicate with your loved ones about what they need to know.
This is not a legal will, and should not be used as such, but it is just as important.
Perhaps especially for entrepreneurs (but not only), there will be lots of loose ends hanging.
Your computer has important documents.
You might have membership sites with members who are waiting for you.
You have social media accounts with friends and followers.
You have money stored in bank accounts and your PayPal account and perhaps other places.
You have investments.
These and many other properties have password protected outside access to them, and you definitely want someone you trust to be able to transfer information or funds, or communicate with others that have been depending on you.
You have things that only you know about, that needs to be taken care of.
You have monthly bills that need to be paid, and some of them are paid automatically, some aren’t. Where does the money come from?
You have important documents somewhere where only you know.
And so much more!
In this guide, which is meant to be printed out and filled in, are the following sections:
- Who to call
- Personal information
- Documents you will need and location
- Practical and pertinent
- Medical information
- Wishes in case I can’t make decisions
- Information about work/business
- Passwords
- Information on all my finances
- Information about dependants
- Information about pets
- Social circle
- Social information
- Property information
- Household information
- Dealing with the bills
- Dealing with my stuff
- My idea of final arrangements
- Beneficiary information
- Last thoughts of life
- Note to those left behind
- Regrets and things that have bugged me
- Proudest times
- Lessons learned
- Apologies
- Aspirations for others
- Advanced directives
- Choices for my last days
- Facts you may not have known
In the case where you have something not covered, you just need to insert a page or pages of your own, but the above lists some of the most important areas of what they need to know.