Things to Review During the Year-End and New Year Holidays (This is also important end-of-life planning) Part 2: Reviewing Documents

Yesterday was Part 1: Reviewing Subscriptions. Are you still being charged for Amazon Prime that you signed up for ages ago but never watch? If you cancel it, it could cover the cost of a lunch. Now, today, while you're doing your big year-end cleaning, let's gather all your important documents in one place.

2. Throw important documents like insurance policies and contracts into a box

It could be a box, a file, or a designated spot—anything is fine, but if you keep them all together in a

"place you know,"

you can retrieve them immediately when needed. Using the clear-book style ending note that I use is also fine.

For example, insurance policies and smartphone contracts often get mixed in with various other things, and when you actually need them,

Where on earth did they go!!!

is what happens.

Seriously, it happens. (I speak from significant experience)

Nowadays, you can check contract details or apply for benefits via smartphone apps, but if your documents go missing before you can even take those steps, it's a total disaster.

Especially for those who are usually healthy, dig out your insurance policies while you still can!!!

Term insurance, paid-up policies, personal liability insurance—you might find things you didn't even know you had while you're doing your big cleaning.

And, if you have time, reviewing the contract details as well is killing two birds with one stone! Next time, it's

Write your passwords on paper.. If this has kickstarted your end-of-life planning, please refer to the "2-Minute Read End-of-Life Planning Table of Contents."

Huh? Seriously? Does that really happen? Click here for the "Total Focus ★ Ending Note Course" which collects stories like that.

Click here for my real-life caregiving battle with my father who has dementia.