What happens in the days after you die?
It will be horrible for your loved ones.
I just learned about something you can do to make that easier for them:
The Green Box Exercise.
It will be horrible for your loved ones.
I just learned about something you can do to make that easier for them:
The Green Box Exercise.
Here’s how it works:
Collect all the info your loved ones will need after you’re gone.
Put it in a box. (Preferably green.)
With a roadmap to find everything.
This will save your family, lawyers, etc, from having to puzzle out a million loose ends.
Here’s what I put in mine:
Collect all the info your loved ones will need after you’re gone.
Put it in a box. (Preferably green.)
With a roadmap to find everything.
This will save your family, lawyers, etc, from having to puzzle out a million loose ends.
Here’s what I put in mine:
Personal stuff
- A “START HERE” document that lists everything in the box
- Letters to your spouse/children/parents
- Any mementos and to whom you’d like them given
- Copy of your Will
- Copies of your power of attorney documents
- A “START HERE” document that lists everything in the box
- Letters to your spouse/children/parents
- Any mementos and to whom you’d like them given
- Copy of your Will
- Copies of your power of attorney documents
Life admin
- Computer passwords (I keep this simple – it’s my password manager master password)
- Copy of passport and birth certificate
- Copy of credit cards
- Details of life insurance (personal and company-owned)
- Details of all other insurance
- Medical/dental information
- Computer passwords (I keep this simple – it’s my password manager master password)
- Copy of passport and birth certificate
- Copy of credit cards
- Details of life insurance (personal and company-owned)
- Details of all other insurance
- Medical/dental information
Business
- Org chart(s) and contact information
- Recommendation on who to trust and how
- List of trusted advisors (lawyers, accountant, CPA, etc)
- Org chart(s) and contact information
- Recommendation on who to trust and how
- List of trusted advisors (lawyers, accountant, CPA, etc)
Asset
- Personal financial statements
- Details of any trusts
- Copies of physical property titles (cars, houses, etc)
- Personal portfolio information and access
- Personal property valuations (jewelry, etc)
- Personal financial statements
- Details of any trusts
- Copies of physical property titles (cars, houses, etc)
- Personal portfolio information and access
- Personal property valuations (jewelry, etc)
Final to-do lists
- List of personal and business people that should be notified
- Any instructions not addressed in your Will
- Funeral/burial instructions
- List of personal and business people that should be notified
- Any instructions not addressed in your Will
- Funeral/burial instructions
Of course, this box has sensitive information in it.
You could put it in a safe or fireproof cabinet.
Or a safety deposit box at your bank.
The important thing is: make sure your family knows where to find it.
You could put it in a safe or fireproof cabinet.
Or a safety deposit box at your bank.
The important thing is: make sure your family knows where to find it.
This is a big bunch of stuff.
So I gave myself time to put it all together.
One last thing: hat-tip to @tomcuthbert for introducing me to this idea as part of Vistage. If you’re looking for a business coach, call him.
So I gave myself time to put it all together.
One last thing: hat-tip to @tomcuthbert for introducing me to this idea as part of Vistage. If you’re looking for a business coach, call him.
What do you think?
Anything big missing from my list?
Reply below.
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Anything big missing from my list?
Reply below.
ASK: the content is free but I need your help.
Please bookmark/like/retweet/reply to this to help others know it exists on Twitter.
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