Thank you for joining this important and practical class focused on organizing and managing your personal, financial, medical, and digital information. This class was designed to help you take thoughtful, manageable steps toward gathering essential documents and making them easily accessible for your loved ones.

Key Takeaways and Next Steps

Start With a Purpose
Identify who you’re organizing this information for. Having a clear goal or person in mind will help motivate you to complete the project.
Use the Provided Document Toolkit
You'll receive two editable documents after class (one Excel, one Word). These are simple to use, printable, and accessible from any device. They help you track everything from emergency contacts to financial details and health records.
Break It Down Into Manageable Steps
Spend just 15–20 minutes a week filling out the document. It can take 3–4 months to complete, and that’s okay. It’s not meant to be done in one sitting—go at your own pace.
Include Key Information
Be sure to gather and include:
Emergency contacts and next of kin
Medical records, medications, and allergies
Insurance details and legal documents (wills, power of attorney, DNR)
Financial accounts, bills, and beneficiary information
Login credentials and passwords for digital accounts
Keep It Secure and Accessible
Save your document to a password-protected thumb drive or print it and store it in a safe but known location. Share copies with trusted family members or friends who may need access in the future.
Leverage Technology
Use your phone to scan or photograph documents. You can also use the document’s photo gallery section to digitally store images of important papers.
Plan for the Unexpected
Include your end-of-life wishes, pet care plans, and even funeral preferences. Consider writing your own eulogy, as one learner did, to ensure your voice is part of your legacy.
Stay Up to Date
This is a living document. Review and update it regularly, especially after major life events, to keep everything current.
Extra Tip: Medical Resume
Use the second Word document to create a one-page summary of your health info. This can be shared with emergency personnel or stored on your phone for quick access.

Disclaimer: The information provided in this class is for educational purposes only and is not intended as medical advice. Please consult with your healthcare provider for any questions about your specific medical needs.