Day 8 of the Legacy Notebook Series and the last item in the financial section
Whew. We are done with the debt topics and are moving on to something so mundane you might wonder why we are even bothering, but stay with me. Today’s tasks are super easy and won’t take more than a few minutes, but will be really helpful to your family if/when they need it.
Things like getting the light bill paid after my uncle’s death were way more difficult than they needed to be, simply because we didn’t have any information for reference and didn’t have access to his online account.
For those that have been following along each day, you know the drill. Use this worksheet to capture the details for each of your utility accounts. If you want to just use the worksheet, add contact phone numbers for each account. If you prefer, just print out recent bills for each account and include those in your notebook since they will list contact information for each service provider.
Today’s Action Items:
- Put your completed utility account worksheet in your notebook
- Print out recent account statements/documentation for each account for your notebook
- That’s it! You are done with the financial section. **dance party**
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.