I also keep a letter in my dead box. Partially heartfelt, mostly logistical with lots of instructions like where to find keys, entry codes, access to my password manager, contact info for lawyers and accountants, physical location of my will and trust, etc.

I’ve gotten a LOT of questions about my dead box over the years, so I put together a digital dead box kit for YOU to make your own dead box! It’s got starter templates, instructional videos, settings for emails and reminders, etc. It’s (hopefully) never the at the top of your to do list, but it’s sure a nice thing to get done and out of the way! (Just make sure to briefly update it each year!)

As always, reminding you to build wealth by following the two PFC rules: 1.) Live below your means and 2.) Invest early and often.

-Jeremy