Protect yourself and your loved ones

Custom Info

Access to Safety Deposit Boxes, Home Safes, etc.

Banks are very particular about giving access to safety deposit boxes.  A Power of Attorney doesn’t always work.  Check with your bank for the exact process to avoid your heirs having to wait for long legal processing.  Be sure to leave information regarding location and access to home and business safes with the person(s) you have designated.

Funeral/Memorial Preferences

Information about funeral homes or memorial preferences ensures that the necessary arrangements can be swiftly and smoothly made, reducing stress during an already emotional time.

​Digital accounts/passwords

Managing digital accounts and passwords is increasingly important in our digital age, as it simplifies the process of settling online matters. Some accounts require you to indicate a beneficiary.  For example, most cell phone companies require you to name a Legacy Contact. I also have a designated person on several of my social media accounts.

I’m going to discuss Intellectual Property in a later page.  

Biographical info/Obituary

Adding biographical information and obituary drafts allows your family to celebrate your life in a manner that truly reflects your essence.

​Letters to family and friends

Letters to family and friends can convey your final thoughts and sentiments, creating a lasting connection with those you care about. 

Personal gifts in writing and notarized

Specific gifts can be handled without going through your will which keeps them out of probate and keeps them private. You can do this before you die but include the notarized letter for the recipient to avoid any further complications.  

Location of important documents

Don’t hide documents.  It just isn’t a good idea.  I have a really good story for you. A  woman I personally knew developed brain cancer.  She was a bit of a hoarder as well. Of course, she wasn’t able to remember where she put some crucial documents.  It took weeks to find them in a fire-safe box under the water heater.

Use a bank safe deposit box, a fire-proof home safe, or another location such as an attorney’s or accountant’s office.

What Happens the Day After You Die?