When I go for a hike I am grateful for the sign posts that provide the mileage and direction of each trail. Just that little bit of information gives me comfort that I am heading in a direction that I want.
……When I start working in a person’s home I quickly get a sense of the information they gave to the person who took over their estate. I witness how much work to be organized was done before their death.
……Recently, during a conversation someone asked me about an account I have. I was immediately puzzled and a little shocked; I could not recall how to access it or where to access it. Wow! Wait! Really!!! Yes, its true. Later I found the file and the website, passwords ect. And yet, what a great reminder. Who much work will I put into giving my successor trustee the information they need to do the work that I have asked them to do.
So what does a trail sign post, my forgotten account and the work I do have in common? The fact that information transfer is a vital part of our life.
Its energy, effort, and work to assemble the information. We all have so many accounts and processes that is just a part of living. Want ideas on how to organize those pieces of information? Ask your attorney, send Trustee Help an email request or check out Caring Is Not Enough…whatever you do, do something.
Its worth it.