The One-Page "Before I'm Gone" Sheet

You get the sheet on the next page. No spam, unsubscribe any time.

What is on it

  • Who to call first. Executor or trustee, attorney, financial advisor, insurance agent, HR, doctor.
  • Where everything is. Deed, will or trust, beneficiary forms, power of attorney, healthcare directive, insurance and titles, the account list, the safe, funeral wishes.
  • How to get into my phone and accounts. Passcode, carrier PIN, computer, email, password manager, legacy contact.

Educational only. Not a law firm, not legal advice.