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Planning - The Green Box

- Thursday, December 31, 2009

I received this from a friend, who recently had a difficult experience with a friend who had not planned for her death, although she had been ill.

Please think about this list, even if you are healthy and young, and spend some time putting together your Green Box. You can update this box every few years. This is written for the business owner in mind. You can adjust to your own circumstances:

The Green Box with 25 envelopes. Here are the labels on the envelopes:

Letter to spouse
Letter to each child
Letter to the employees
Letter to my mother/father
List of most important 5 employeesco-workers
Off balance sheet deals
Organizational Chart and future organizational chart
List of personal and business people that should be contacted in the event of passing
Strategy that I am thinking about but haven’t told anybody about
List of Trusted Advisors and their roles (may or may not be currently working with company) such as attorney, accountant, etc.
Instructions not addressed in Will
Copies of POA documents
Copy of Passport, Birth Certificate
Copy of all credit cards
Copy of physical property titles
Personal stock portfolio information
Details of Life insurance—personal and company owned
Details of all other insurance
Copies of personal property valuations (Jewelry, guns, collectables, etc.)
Computer passwords (Very Important)
Personal financial Statement
Extra passport photos- Picture you would like used for funeral or marker
Medical/Dental Charts
Funeral/Burial Instructions
Mementos and to whom you’d like them given


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