Sep 29 • Insurance and Estate Lane
Estate Planning Day 27
🏡 Estate Planning Challenge: Things My Family Should Know
Today’s task is about the little things that can make a BIG difference.
Create a simple “Things My Family Should Know” page and answer questions like:
• What routines or responsibilities do I handle regularly?
• What important accounts or bills should someone know about?
• Who are the key people my family should contact?
• Where are important documents, keys, passwords, or instructions kept?
• What small details would make life easier if I couldn’t explain them myself?
These are the things we often assume our family already knows. They usually don’t.
Your goal: Leave instructions, not confusion.
👇🏽 Comment DONE when you complete your page.
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Estate Planning Day 27
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