Business

- Org chart(s) and contact information

- Recommendation on who to trust and how

- List of trusted advisors (lawyers, accountant, CPA, etc)

Assets

- Personal financial statements

- Details of any trusts

- Copies of physical property titles (cars, houses, etc)

- Personal portfolio information and access (stocks, cc points, etc)

- Personal property valuations (jewelry, etc)

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 all insurance (personal and company-owned)

- Medical/dental information

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:

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.

Of course, this box has sensitive information in it.

You could put it in a safe or fireproof cabinet.

The important thing is:

Make sure your family knows where to find it.

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 Will

- Copies of your power of attorney documents

Final to-do lists

- List of personal and business people that should be notified

- Any instructions not addressed in your Will

- Funeral/burial instructions