Stacey talks to Mary Greenlee about gathering life’s important facts for the inevitable transition. Mary got started in this work when her husband died within six days of being diagnosed with pancreatic cancer. After this happened, she was buried in a pile of paperwork because she had not only her own house to manage, but a law practice and five start-up businesses her husband had began. She now works to assist others in gathering their information and facts. She and Stacey have a lot in common and it shows throughout this conversation.
Key Takeaways:
- The greatest gift you can leave for your loved ones is an easeful, organized death. You want them to be able to focus on people, NOT paperwork during such a difficult time.
- Do not put all of your faith in an expert such as an attorney. It is up to YOU to make sure you’ve Got It Together.
- The goal is to keep all of your information FASS - Fireproof, Accessible, Safe, and Secure.
- Even if you don’t have anyone that you’d like to leave your money or assets to, why not leave it to a charity or someone deserving of that gift? If you don’t designate someone, the state will just take it. Is that truly what you would want?
- This work is like a thousand piece puzzle. It doesn’t get done in a day, you come back the next day and the next day after that.
To purchase the Emergency Info File course, please visit:
https://www.gotittogethernow.com/pickyourplan
To get Mary’s book, please visit:
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