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The book’s title, “12 Critical Things Your Family Needs To Know,” refers to the twelve major areas of critical decisions and information the book guides you to provide for your family:

      1. Personal & Family Information

      2. Family Medical History

      3. Advance Health Care Directives

      4. Organ+ Donation Choices

      5. Final Arrangements

      6. Wills, Trusts & Estate Plans

      7. Insurance

      8. Investments, Bank Accounts & Other Financial Assets

      9. Retirement Plans & Annuities

     10. Real Estate: Your Primary Residence

     11. Debts & Liabilities

     12. Advisors


Other important information is mixed into these pages that doesn’t fit neatly into these categories.


black-spacertwo choices: invest a few hours of time getting your affairs together now, or your grieving loved ones can spend eighty or even hundreds hours trying to figure it all out later

Examples

Here are a few examples of information the book prompts for that your family might really need to know in a crisis:

  • Where is the safe/safe deposit box/storage unit? What’s in there and how can it be accessed?
  • Should you be cremated? (this assumes you are dead, otherwise cremation can be quite uncomfortable)
  • What is your blood type?
  • What is your passport number?
  • How can the alarm system or water supply be shut-off in your home?
  • Where are your financial assets (firms, account numbers, contacts, etc)?
  • Do you have any allergies?
  • Are there any old life insurance policies or retirement plans from the military or jobs you left long ago?
  • Who should get your (insert cherished item here) when you die? (Or would you prefer your family fight it out at your funeral?)

  • And on and on. The book organizes these and hundreds of other important & useful pieces of information.


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