Tips for My Story Basket:
This is meant to be a FUN basket! This is a place to think about your adventure and your legacy. Treat it as a journal for yourself to refer back to and chuckle. Treat it as a place to leave something special for your loved ones to reflect on. We recommend following the prompts and then, if you think of anything else, add more Eggs, Info Cards, Files, or Notes.
Tips for Reconciling:
We are so sorry for your loss. We recommend that you, first and foremost, contact an expert for assistance. If a trustee or lawyer or any other person is listed, we suggest starting there.
Once you feel like it’s safe to proceed, then go through the eggs in this basket and, if applicable, follow instructions that are in this basket, including all Notes and any attachments they may have.
Finally – we encourage you to print out all the information in your loved one’s eggs, as well as download all attached files, since their account will only be online for a few months.
*Tips are provided to simply kick-start your thinking. They are NOT legal advice and we recommend that you consult an attorney if you have any questions about estate planning or living trusts or any such matters.