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Jim Lane

(11,175 posts)
13. A valuable aid to such planning
Thu Jan 30, 2014, 12:31 PM
Jan 2014

Before my mother died, she bought a workbook titled Before It's Too Late. You mention insurance policies but this book is much more comprehensive -- it has pages for writing down all your different bank accounts, CD's, location of jewelry, list of people who should be notified of your death, etc. You could do this without buying the book but the book puts it all in one place and helps make sure you don't overlook anything.

My mother and I were both kind of reluctant to deal with it. Finally, however, we forced ourselves to go through it together one day and cumulate all the information. When she did pass, having the completed book was very helpful to me.

In plugging this commercial product, I represent that I have no financial interest in it. This is just an unsolicited testimonial. You can check it out here.

A couple things they should add to the next edition (I keep meaning to write them): list automatic transactions (which utility bill is automatically charged to which credit card and which credit card is automatically paid from which account), and the point Kali mentioned about computer passwords.

Recommendations

0 members have recommended this reply (displayed in chronological order):

kick with good wishes and thanks! hedgehog Jan 2014 #1
Thank you Kali Dystopian Jan 2014 #2
Out of curiosity, why Picacho? panader0 Jan 2014 #3
He lived out there for a year or so before his health started to fail Kali Jan 2014 #4
Is someone taking care of his cat? <eom> catrose Jan 2014 #6
she died a couple of years ago Kali Jan 2014 #7
Thank you, Kali. femmocrat Jan 2014 #5
Thank you so much, Kali... CaliforniaPeggy Jan 2014 #8
Thanks Kali HipChick Jan 2014 #9
Thanks for the update, Kali. Tuesday Afternoon Jan 2014 #10
k&r and thank you. n/t orleans Jan 2014 #11
I think this speaks to the need that Sherman A1 Jan 2014 #12
A valuable aid to such planning Jim Lane Jan 2014 #13
Sounds like a great resource Sherman A1 Jan 2014 #14
Latest Discussions»The DU Lounge»A post lacking in any rea...»Reply #13