Planning for the end

[Anonymous]

They have books that organize all of this. Search Amazon (something like, “for those I leave behind “ or “ Planning so my loved ones don’t have to”).

I would send it to her (now, you do not want to wait until she is diagnosed with something ominous). Say you heard about it in a radio show or from a friend. You thought it was a good idea, since you are across the country and unfamiliar with her network.

Mail it to her. Good luck.

[Anonymous]

Tell her she does not need to send it back but needs to tell you where it is.


(In case she is concerned about privacy)

[Anonymous]

Anonymous wrote:My parents are divorced and I’m an only child.

My father has been giving me copies of his documents (will, life insurance, etc) for decades, whereas I don’t know anything about my mother, who is 80, who lives across the country.

If she were to keel over tomorrow, I don’t know her SSN, I don’t know if she has a will, I don’t know where she banks, etc.

Is it okay for me to ask all for the above information? I have a demanding job and young children and it’s starting to weigh on me that if anything were to happen to her I’d be clueless on what to do.

Maybe your work, bank, life insurance company or 401(k) offers an online record vault or estate planning service and you could offer to let her share your account or get her an account for her birthday.