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Sunday, September 9, 2012

Materials to record information for the next generation

I've added a couple of  new links that I think many of you will find useful. I'm always telling you to do your planning, make your wishes clear, etc. Now I've come across a couple of tools that will help you do that by helping you organize your information for those who will one day need to access it. The links I've added are:

Open Sesame! Password Reminder Book.  This is a spiral bound little notebook for you to record all of your various passwords so that if your executor needs to wind down your online affairs, he or she can do so.

Putting Things in Order: A Journal to Organize Your Life for the Next Generation. Need I say more? Many of you have asked me for something to use to gather and record your information, so this should fit the bill.

Both of these have been added to my list of "Interesting Links" here on my site.

1 comment:

  1. Hi Lynne,

    Hopefully I explain my problem sensibly. My step-father passed away on June 20, 2016, and my Mother passed away in 1994. At that time, I was their only heir and I would have received their whole estate after he passed. He remarried approximately 19 years ago and sometime after he told me in his very direct way, as only my Dad could.... "Janis gets the house but don't worry, you won't be forgotten, you'll be taken care of because I have money set aside for you in a Trust Fund" that I would receive after he passed away.

    His new wife knew about this Trust Fund because she mentioned to me that it wasn’t as much as it was because of the company that it was invested in went under and a lot of money was lost. I assumed my Dad kept whatever was left in there, otherwise my he would have said. He was a man of integrity and wouldn’t lie about a thing like that. He was honest and straight forward. I know because I felt a bit uncomfortable and didn’t know what to say when he told me this. I think I said ok but not much more. I had no reason to believe that it wasn’t still there for me gathering interest over all these years. That is the only thing I’m interested in, I didn’t expect anything else after he died, just what he promised.

    Is there any way I could find this out. Have I any legal rights, nothing was written down, it was only verbal from my step-dad after he re-married. He died from complications of advanced Alzheimer’s and was diagnosed in 2009 before that he was on what his wife called ‘happy pills’ to keep him calm. As I mentioned previously, his wife denies knowing anything about a Trust Fund, but she did discuss it with me in the past shortly after he told me his plans. I’m not in his Will and I don’t want anything else, just what was promised to me. Unfortunately I don’t have the income to pursue this through a lawyer as I am a pensioner, except possibly on my own.

    Thanks for your advice. Dale

    ReplyDelete

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