I told them that one of the most valuable lessons I had learned was how critical it is to make clear your wishes regarding the end of your life (as I wrote here).
You need a Healthcare Directive, a Will, a Living Will, and what's helpful is a guide to the location/info on all of your financials. I figure...the last thing that Tamar needs in the event of my untimely death is to waste time with our brokerage trying to figure out how to access our account online.
You don't need to spend a ton of money. It takes a bit of time, but we did it for a few bucks using Quicken Lawyer
. It's worth it.
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