What’s in the Life Facts Book

I love that Mary and Lorie have divided the Life Facts Book into bite-sized chunks of vital information that you can gather one piece at a time. The 100+ page workbook includes helpful hints for finding and recording personal, medical, financial, and end of life information.

There are over 40 master pages that you can duplicate as needed for each household member such as: medication/supplement chart, surgical history, per history, advanced health directives, investment portfolio, and household inventory. Read More

Here’s a brief overview including a few helpful hints from the LFB.

From your license to your household keys, do you know their location? 

Helpful Hints from the book

The following provided by Bill Sanders and can be found by Googling: Rumors – Right or Wrong – Attorney’s Advice – No Charge
  1. Photocopy both sides of each license, credit card, etc. You will know what you had in your wallet and all of the account numbers and phone numbers to call and cancel. Keep the photocopy in a safe place. (Editor’s note: FASS them = Keep documentation in a Fireproof, Accessible, Safe and Secure place)
  2. Also carry a photocopy of your passport when traveling either here or abroad but not in your wallet. Have it put in the hotel safe (or other secure place) with other valuables. It might also be a good idea to put it in an unmarked sealed envelope until you NEED it.

Do you handle your own bills or homeowner documents?

Helpful Hints from the book

  1. Contact Utilities for budget plan information to equalize monthly payments.
  2. List regular periodic expenses & note their due date. Example: Taxes, Car Insurance, House Insurance, Life Insurance and make a note of these items on your calendar. Plan for these expenses by adding a percentage for periodic increases.
  3. List household items that need periodic replacement. Example: Hot water tank, garage door opener, inside painting, carpet, wallpapers etc. Next to the item make a note of the number of years you have had that item. Do your research and find out how many years that item should last. Anticipate and prepare for replacements.

In case of the inevitable . . . be prepared.

Helpful Hints from the book 

      1. Select a trusted family member or capable, reliable representative who is willing to identify your body, be in charge of your funeral and are comfortable carrying out your plans and wishes.
      2. Prepare an obituary in advance, selecting details that you want included.Determine the number of death certificates needed to process your estate. (Attorney, Banker, Social Security Office, Life Insurance Provider, etc.)
      3. List individuals, including their contact information, who should be promptly notified upon your death.