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Now or later…

You can either invest a few hours of time getting your affairs together now, or your loved ones can spend thirty, forty or even hundreds hours trying to figure it all out later.

And don’t forget the $5,000 to $75,000 in legal, accounting and probate fees they’ll have to pay.

So what’s your decision:  (A) Get your affairs in order together today or (B) leave your loved ones with a giant mess to deal with down the road?

Note: waiting until you have some free time = option B.


“12 Critical Things Your Family Needs To Know” is based on Mark Gavagan’s highly-regarded and extremely comprehensive 300 page ring-bound book  “The It’s All Right Here Life and Affairs Organizer.”

“12 Critical Things…” (ISBN 978-0-9800056-2-2) is for people who aren’t inclined to cover so much detail. It’s much quicker and less expensive, covering the most essential information about your personal & financial affairs.

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The book’s title refers to the twelve major areas of critical decisions and information the book guides you to provide for your family:

  1. Personal & Family Information
  2. Family Medical History
  3. Advance Health Care Directives
  4. Organ+ Donation Choices
  5. Final Arrangements
  6. Wills, Trusts & Estate Plans
  7. Insurance
  8. Investments, Bank Accounts & Other Financial Assets
  9. Retirement Plans & Annuities
  10. Real Estate: Your Primary Residence
  11. Debts & Liabilities
  12. Advisors

Other important information is mixed into these pages that doesn’t fit neatly into these categories.

EXAMPLES

Here are a few examples of information the book prompts for that your family might really need to know in a crisis:

  • Where is the safe/safe deposit box/storage unit? What’s in there and how can it be accessed?
  • Should you be cremated? (this assumes you are dead, otherwise cremation can be quite uncomfortable)
  • What is your blood type?
  • What is your passport number?
  • How can the alarm system or water supply be shut-off in your home?
  • Where are your financial assets (firms, account numbers, contacts, etc)?
  • Do you have any allergies?
  • Are there any old life insurance policies or retirement plans from the military or jobs you left long ago?
  • Who should get your <insert cherished item here> when you die? (Or would you prefer your family fight it out at your funeral?)

And on and on.  The book organizes these and hundreds of other important & useful pieces of information.