Complete! Also, power of attorney is finished. Now I just need to notify my executors/power of attny folks. 3 years ago
How I did it: I took a year to go through all of my personal documents and files. I shredded/tossed/recycled and got down to the basics and put those in a binder with dividers to separate each account/activity.
I contacted all of my financial instutions and requested paperless statements.
I organized all of my financial documents via spreadsheet and now have a net worth calculator and a monthly budget.
I contacted an attorney and had a last will and testament drafted.
I saved all of my social media/email account access info and passwords onto a thumbdrive to store in the binder.
I had my Living Will/Advanced Directive notarized and filed.
My home and office are now about as de-cluttered as I think I can get without tipping into OCD/obsession.
I feel fantastic. Read how I did it… 3 years ago
I finally figured out how to log into my largest retirement account and changed the mailing address so that everything comes to one place (hopefully, we shall see) and also updated my Net Worth calculator for the end of the 2nd quarter (june 30th). I do my net worth calc by month, but generally don’t update the investment accounts monthly, just quarterly for now.
To count this complete I think getting the last of my tax documents to the accountant, getting my final version of the will and estate plan I’ve worked with a lawyer on and looking into the digitial will per getrichslowly.com would just about do it. So…wow. This has taken awhile but I am close and I feel so much “lighter” and “free-er” and “grown up” having worked on this. http://www.getrichslowly.org/blog/2011/03/03/getting-started-with-estate-planning/ 3 years ago