Wednesday, September 19th, 2018

8 Ways to Organize for the Inevitable…Your Death


time piece 8 Ways to Organize for the Inevitable...Your Death

Blog post by San Diego professional organizer Brenda Martinson

We never know when our time is up, so it is a great idea to be prepared for who will receive your business or home upon your death.

1st: Prepare a Cover Letter.

Put together a few sentences of introduction explaining your wishes and where people can find important information. This may be included in your Safety deposit box, safe, Will & Testament, or as a separate set of instructions.

2nd: Vital Documents

Instructions on where vital documents are located would include items such as:

Health, Long-term care or Insurance Policies
Bank Accounts
Investment Accounts
Tax Documents
Passwords to access your information

3rd: Monthly Budget

Having a monthly budget in place provides others with quick access to pick up where you left off.

4th: Location of Safety Deposit box or Safe

Who else other than yourself or spouse knows your safe’s combination or where your safety deposit key is located?

5th: Will or Trust

Where is your will or trust located? Who is your executor or power of attorney?

If you have NOT designated one, now may be the time to make that selection.

6th: List of Key Contacts

If you haven’t created a “List of Key Contacts” such as, your Tax Accountant, Estate Attorney, Financial Advisor, Real Estate Agent, Power of Attorney, Executor of your Will or Trust, etc. now is the time to do so.

7th Legacy Letters

When was the last time you shared your appreciation within a note or letter about some one you worked with or a family member. We all operate on borrowed time…or, if only I would have… Put your thoughts into a note or letter now to pass on.

8th: Funeral Plans

Talking about one’s mortality is never an easy or motivating discussion point. One would agree, it really is good advice to get your things in order, whether for yourself, an aging family member or your business.

When was the last time you spoke to a business partner or family member about your personal or business wishes?

As a business owner, do you know who could assist your clients in your place?

About the Author: Brenda L. Martinson is owner and founder of San Diego Personal Business Services, a Personal Assistant/Business Consultant company located in Carlsbad, CA. For more than 20 years, she has been in leadership roles for small to mid-sized companies in the health-care, real estate and training & personal development industries. Working with top-level executives and managers, Brenda has designed and implemented organizational and efficiency systems to help companies improve profits and optimize their people.

As a Professional Organizer/Business Consultant, she utilizes her skills and experience to assist busy and/or retired professionals save Time, Money, and Space. Brenda’s organizational systems have helped people manage the personal and business clutter of one’s life through a customized and easy to maintain process. This process includes setting up systems and gathering resources to organize and improve one’s working/living spaces.

You may reach Brenda at her website Visit San Diego Personal Business Services.

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