Day 30 of the Legacy Notebook Series
We’re in the last days of the series and our task for today is arguably the most important one yet.
You’ve worked hard all month putting your legacy notebook together and have your important documents organized and in one place.
Kudos to you. I’m so glad you took on this project and stuck around to hang out with me.
Now that you’ve put in all the work, your job today is to let your most important people know about your legacy notebook. It is a good idea for a couple of people in your circle to know that your notebook exists and where you keep it…just in case.
So…make that phone call or coffee date and let your person or person(s) know the deal.
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.