10 Steps to Get Your Affairs Organized
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Getting your affairs organized can feel overwhelming, especially after the loss of a loved one. In this video, Rachel Donnelly, Founder of AfterLight and author of Late to Your Own Funeral, walks through 10 practical steps to help you organize important financial, legal, and personal information. From creating a simple inventory of assets and updating beneficiaries to planning for incapacity and managing digital accounts, Rachel provides straightforward guidance to help reduce stress and make things easier for the people you care about. Whether you're just getting started or revisiting existing plans, these steps can help you create greater clarity, preparedness, and peace of mind.
Getting your affairs organized can feel overwhelming, especially after the loss of a loved one. In this video, Rachel Donnelly, Founder of AfterLight and author of Late to Your Own Funeral, walks through 10 practical steps to help you organize important financial, legal, and personal information. From creating a simple inventory of assets and updating beneficiaries to planning for incapacity and managing digital accounts, Rachel provides straightforward guidance to help reduce stress and make things easier for the people you care about. Whether you're just getting started or revisiting existing plans, these steps can help you create greater clarity, preparedness, and peace of mind.