Did you know that according to the American Bar Association, 55% of Americans die without a a will or an estate plan. Which means lots of families are being left with a stressful mess—a mess that can be avoided!

How many of the items below can you check off?

Will

  • I have a will
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Medical Power of Attorney

  • I have a Medical Power of Attorney.
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Financial Power of Attorney

  • I have a Financial Power of Attorney.
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Living Will (also known as an Advance Directive or Health Care Directive)

  • I have a Living Will (also known as an Advance Directive or Health Care Directive).
  • I know where it is located.
  • Someone else (other than my attorney/financial advisor or doctor) knows where it is.
  • It has been updated within the past 5 years

Final Wishes

  • I know what I want to have done when I die (i.e. burial, cremation, organ donation)
  • I know what I want my funeral to look like.
  • I know what I want done with all my stuff (including private letters, diaries and journals).
  • This information is written down in one or more lists.
  • Someone else (other than my attorney/financial advisor or doctor) knows where the lists are.

Computer and Cell Phone Access

  • My passwords are written down and located in a secure place or I use an on-line, secure password program.
  • Someone knows where this list is located.
  • This list has been updated within the past year.

Contacts

  • I have a list of people who I would like to be contacted if I am hospitalized for an extended period but am too sick to make the calls or emails.
  • I have a list of people who I would like to be contacted if I have been told that I am terminally ill and have less than 6 months to live. This may be different from the other lists.
  • I have a list of people who I would like to be contacted in the event of my death. This may be different from the other lists.
  • These lists contain names, phone numbers and email addresses if applicable.
  • These lists have been updated within the last 5 years.
  • Someone knows where these lists are located.

If you feel unprepared and would like to schedule a free phone consultation about estate plan organizing, please call or text Rie at 215.435.5609.

27Jun 2013

Before opening my Professional Organizing business, RieOrganize! I worked for 11 years in a synagogue school.  At the end of each school year, each child was supposed to bring all of their school supplies home with them.  Guess how many actually did?  Do you want to make a friend of your child’s next year’s teacher?

28Jun 2013

We all have too much paper in our lives. Diane, who is the business manager at RieOrganize! tells the following story: “I have always had a fairly high tolerance for paper clutter before I reach my limit and, even then, it’s often not a conscious decision to sort through everything –

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