Family Roles & Responsibilities
If Something Happened Tomorrow, Would Your Family Know What To Do?
Make sure your family isn’t overwhelmed during a crisis. We’ll help you create a Family Plan that clearly outlines who handles what if something happens.
Optional short video from Jeff: “Most families assume someone will just handle things. But in real life, people freeze. Someone will need to know the passwords, the bills, the insurance, the kids’ routines, the important contacts. That’s what we help you organize.
Your estate plan is the legal part. This is the life part.
What Does Our Family Roles & Responsibilities Cover?
-
If something happens to you, who picks up the kids and notifies the school?
-
Where are your estate documents located? Who is responsible to make medical and care decisions on your behalf if you are incapacitated?
-
Who handles bills & banking? Where is the financial information? What bills are on autopay? Who is authorized to make financial decisions for you?
-
If you own a business or property, who needs to be notified immediately?
-
Do you have a master list of your accounts and passwords?
-
What is your plan for your pets and their upkeep?
-
Who is the point of contact for the family?
-
Who is responsible for making funeral arrangements? Notifying extended family, employers, school, etc.
Why It Matters
Most estate plans fail because nobody knows who’s in charge, where anything is or what to do next. This plan prevents conflict and confusion when it matters most.
