Day 9 of the Legacy Notebook Series
Week one brings the internet and financial sections of your legacy notebook to a close. Nice work!
We covered a lot of ground this week.
At the end of each week, I’ll recap the topics covered and share a checklist that can be used to make sure you get through all the steps for the week, particularly if you are skipping some steps with the intention of going back later to finish.
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 strongerwallet [at] gmail.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.