Day 23 of the Legacy Notebook Series
Week three is finished and we are almost finished putting together our legacy notebooks. Way to go!
Until commencing this blog series, I hadn’t updated our notebook for five years. It has been a little surprising just how much things have changed in those five years. It has taken me more time than I anticipated to get things updated, but it feels really good to know that things are current again.
Run through the weekly checklist and identify any tasks that you need to circle back 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.