Day 11 of the Legacy Notebook Series
Today is an easy day – just a quick five minute task to gather auto insurance docs and add them to your notebook.
Take a few minutes to find or print out your vehicle insurance policy declarations pages that show the types and levels of coverage you have on each of your vehicles. Add that information to your legacy notebook for easy reference. While you are at it, scan the list of covered vehicles and make sure it is complete. If you need to make changes or updates, now is the time to take care of it.
This is also the place for the docs related to insurance coverage you carry for “toys” – campers, ATVs, motorcycles, boats, snowmobiles, jet skis, and so on. Add that information to your legacy notebook also.
Today’s Action Items:
- Add your current auto insurance policy declaration summary to your notebook
- If you have insurance coverage on a camper, boat, ATV or other toys – add those docs too
thanks for reading,
P.S. Looking for the rest of the series? You can find it here.
Stronger Wallet’s Legacy Notebook series information is intentionally general in nature and covers typical scenarios. You may have special circumstances that need to be considered. Always consult a trusted advisor before making big decisions about your financial legacy. Feel free to send me questions along the way at lesley[at]strongerwallet.com.
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The guide includes everything you need to get started: a cover sheet and divider pages to set up your notebook, an overview of each topic, checklists, worksheets, and writing prompts to guide you through the process.