Write one note saying where everything is
Keep one locked note listing where every important thing lives, and know who to tell about it.
One page saying where the will is, who holds it, where the insurance folder lives and who services the furnace. Most households have never written it.
Write where things are, not what is in them. “Savings bond certificates — in the blue folder” is the right level of detail.
Key points
- Keep one note saying where everything is, locked behind your fingerprint
- Write where things are rather than what is in them
- Tell one person you trust that the note exists
What to remember
- Copies nobody knows about help nobody. One person needs to know it exists.
- One person, told once. That is what turns a note into a plan.
Try this
Start the note tonight with three lines: where the will is, where the insurance folder is, who services the furnace.
Practice: Write one note saying where everything is. Your first lesson is free, with no account or card; the rest are part of a Lantern plan. Interactive lessons require JavaScript.