Avoiding the Legacy Binder? Same. (Time-Saving Tips)

Описание: Individuals often pass away without leaving loved ones with critical information such as financial accounts, legal documents, policies, and passwords.

In the past, family members could typically go through someone's desk drawers or file cabinets to find this information. But in today’s digital world, things aren’t as easy to find anymore.

And that's where a "legacy binder" comes in. I FINALLY got around to finishing mine and, in this video, I'm sharing exactly what I learned to help speed you through the learning curve.

My pain is YOUR gain!

What you'll learn:
👉🏻 What belongs in a legacy binder vs. a legacy box (safe)
👉🏻 The 7 pieces of information your family needs in an emergency
👉🏻 How to organize bills, banking, assets, and contacts
👉🏻 How this process can also help you get clarity on your finances now

If you’ve been meaning to do this “someday,” let this be your nudge to start—one section at a time.

This not only helps your loved ones navigate important decisions during a time of grief or during a health crisis, but it also doubles as a financial inventory that will help you see your whole money picture.

Your loved ones shouldn't have to hunt for passwords, policies, and bank accounts while they're grieving, or helping serve as your support team if you're unable to function. This is a labor of love.

It's not always easy, but it's always worth it!
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⚠️ Disclaimer: This channel is for informational & educational purposes only. I do not provide legal, medical, or financial advice. I am not an attorney, doctor, or financial advisor. I'm simply an intelligent person sharing what I've learned and what's worked well for me. Viewers are encouraged to seek professional counsel before making any decisions. Money Wise Mom is not responsible for any actions taken based on the content shared.

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