Sherri Goss. My Life Book. Rosenberg Financial Group, Inc. 2007. 64 pages.
When a loved one dies, family members have a lot to do -- from calling family and friends to sorting through household finances -- and My Life Book can make their life easier. Written by Sherri Goss, a financial advisor who works with caregivers, My Life Book is a way to organize your personal information, wishes, and desires in a way that your family can access them.
My Life Book is a binder with tabs to separate the sections. The binder provides space to document personal information such as passwords and e-mail address; the location of legal, financial, and personal documents; a long-term care plan; and burial and final wishes. It also includes space for documenting life stories as well as questions to help you get started. Each section also includes brief explanations and examples of what information should be included and why.
While the binder doesn't provide a lot of details about estate planning, funeral arrangements, or long-term care, it is a good tool to help you get organized and make sure your important information in one location.
Last Modified: 08/31/2021