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I only skimmed your list, but I didn't see anything about cataloging assets (e.g. bank accounts, 401-ks, real estate, treasury bonds, loans) and debts. If I di

by hasbot 3y ago

I only skimmed your list, but I didn't see anything about cataloging assets (e.g. bank accounts, 401-ks, real estate, treasury bonds, loans) and debts. If I die tomorrow, the executor of my estate is going to have a job finding all my assets. Also maybe list something about pets and where they should go.

jph 3y ago
Great point. What do you think would be good to add, in more detail? You can email me joel@joelparkerhenderson.com or do a GitHub issue or PR. Any help you can provide is very much appreciated!
- throw0101c 3y ago
  > Great point. What do you think would be good to add, in more detail? The Archdiocese of Toronto has a pretty good estate planning PDF with decent checklists and boxes to fill out with information: individual, spouse, children/dependents, real estate (principal residence, rec property, rental units), bank accounts, safety deposit boxes, vehicles, assets/investments, insurance policies, advisors (lawyer, physician, accountant), will/trustees, desired beneficiaries, power of attorney, funeral/burial: * https://www.catholic-cemeteries.ca/wp-content/uploads/2024/01/Estate_Planning_Guide.pdf https://www.catholic-cemeteries.ca/wp-content/uploads/2024/0...
  - jph 3y ago
    Thank you. I'll add all those areas this week.
- tacon 3y ago
  The Houston SPCA had a very good presentation on Estate Planning and Your Pets. It covered the basics of estate planning, and then covered the specifics about pets. The speaker also addressed planning for incapacity. [0] https://youtu.be/kPt9B8_shwQ?t=1370 https://youtu.be/kPt9B8_shwQ?t=1370
  - jph 3y ago
    Thank you. Great video. I added info for pets. I also emailed the speaker to invite his help.