Planning ahead / Good Grief Guide
Get your affairs organized in 10 minutes or less
A simple 10-minute start for organizing wishes, documents, people, and account access.
Most people never start a plan for when they die.
Not because it’s hard. But because they don’t know where to start.
The truth is: you can lay the foundation of your estate plan in one sitting. Just write down the answers to these four things.
Who
Who would be most affected if something happened to you?
Write down the 3–5 people who matter most and who you’d trust to carry out your wishes.
What
What are you leaving behind?
Not just money. Think about: Bank accounts, insurance, property, digital accounts, sentimental items.
Start a simple inventory.
Where
If someone had to step in tomorrow, could they find anything?
Make a list of where your important documents and accounts live, store that information somewhere secure and tell one person where it is.
If you want a faster starting point, check out our 10-minute estate planning guide or get more info on Wills vs Trusts.
Wishes
What do you want to happen?
Medical preferences. Burial or cremation. How you want to be remembered.
Write down three simple wishes. It doesn’t have to be formal.
