For some reason, when I organize something, I feel more confident and positive about next steps and about myself. Here are some organizational tactics and tools that I've found help me in my adult life.
There are multiple ways to plan for the future. Unfortunately, key words online are "end of life planner". Honestly, I see this as "adult life planning". You can find file boxes, binders and tabs, journals, and websites that support planning. The trick to deciding on the correct vehicle to organize your information is to 1. Stick with the way that you organize, and 2. Keep it simple.
These boxes can be fireproof, waterproof, lightweight, and include TSA locks for traveling. They often have compartments for personal effects, and can be big enough to hold binders too. I have one that I use as my go-box for doctor appointments and research studies.
I know - Old school. But consider this: a friend has 2. One is at home, and he updates with all of his information including medical, financial information, will, passwords, and directives. The second flash drive is held in a lock box. Then when he updates information, he simply puts the updated flash drive into the lock box, and brings the old one home. Super simple, super fast.
"End of Life" planners are available online, in abundance. They have tabs for information I never thought of. I write in pencil to update, and keep it in my office for ease.
There are planning books that not only help you organize your information for you executor / children, but also guides them through the process week by week after your passing.
Are you a binder person? Or a file cabinet kind of person? These are very useful when simplified to essential documents. Printed tabs can help identify information that you might need to keep for your will executors.
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