Learn More

“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.

.

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.