work shop 5

In this workshop you will: 

Create an easy-to-follow system for yourself and a clear guide for your loved ones. 

Gather Your Records and organize important documents.

• Passwords and account access information. 

• Organize employment and business records.

• Bank, investment, and retirement accounts. 

• Document personal property and real estate. 

• Insurance policies. 

• Organize tax records. 

• Funeral plans. 

  "Next Steps on Your Before i Go Journey: Reflections and Actions"

 You will receive an email with an attachment. Download the spreadsheet and complete filling it out before the next session.