Consider enlisting the help of a concierge with completing tasks

The list of tasks can be overwhelming. You may be trying to balance a full schedule with being an executor. Or, you may simply want to focus on grieving, being with loved ones, and celebrating life, rather than dealing with paperwork. You can enlist the help of an expert concierge to get the rest of these tasks done on your behalf.

Plan for the care of your pet

We recommend that you plan for your pet, to make sure that they do not end up in a shelter or with someone who you will not care for them properly.

dependents & pets, planning, getting organizedJennifer GoodNovember 8, 2019pets, planning, financial and propertyComment

Set up password sharing for after a death

Sharing passwords may make it easier for your loved ones to find important documents, access pictures, and shut down the accounts you do not need anymore.

planning, getting organizedJennifer GoodNovember 8, 2019planning, important documents, financial and property, legacy and funeralComment

Find a lawyer to double check probate will be avoided

planning, settling affairsJennifer GoodNovember 8, 2019planning, legal, probate, financial and property, medical and legalComment

Figure out how debt will impact surviving loved ones

In many cases, the surviving loved ones are not obligated to pay your debt when you pass.

planning, settling affairsJennifer GoodNovember 8, 2019probate, legal, finance, planning, financial and propertyComment

Add a loved one to all valuable property and financial accounts to avoid probate

Add a joint owner or transfer on death to each bank and investment account and asset (e.g., car, real estate, business) to avoid probate.

Transfer credit card and airline points

Some airlines and credit card companies don't let you transfer points after death. If you are expecting to pass soon, you should transfer points.

planning, getting organizedJennifer GoodNovember 8, 2019planning, terminal diagnosis, finance, financial and propertyComment

Give away any special personal items

If you care about any special personal items - such as collectibles, jewelry, antiques, and sentimental items - going to a specific person, you can give them away before you pass.