Do you have a Green Box?
I recently attended a conference on the Gold Coast and had the pleasure of hearing a gentleman by the name of Mark Lewis speak. Mark talked about “Bernie’s Green Box’ and the tragic circumstance in which this green box helped Mark navigate an exceedingly challenging time.
So, you ask, what is a green box? During Mark’s speech, he referred to the green box as being a box that was green and that his parents had told him held all their information, should anything happen to them.
Mark’s parents were both tragically killed in an aviation accident in New Zealand. While settling his parents’ estate, Mark was advised it would take quite a time before the matter would settle. Mark was given a list of documents that he needed to collect and return to the solicitor. Mark went home to that green box and within it was all those documents that solicitors said would take months, even years to sort out.
After Mark’s talk, it made me think about what I needed to put in my green box. Here’s my list with a little help from Mark Lewis; oh, and the green box is the place where you put all this information.
Also important! You need to tell someone where that green box is.
Here are a few ideas of the items you should include: originals or certified copies:
- Legal and Estate Documentation
- Banking and Investment
- ID Documentation
- Wills and where they are lodged/ held
- Enduring Power of Attorney
- Advance Care Directive
- Letter of wishes
- Directions for Guardianship
- Marriage Certificate/ Divorce decree
- Court orders
- Company constitutions
- Contracts agreements
Banking and Investment
- Details of Bank Accounts
- Photocopies of credit/ debit/ ATM cards
- Term Deposits
- Instructions for short-term access to financial resources
- Mortgage Title/ Documents
- Statement of assets and liabilities
- Details of super funds including binding death nominations
- Details of share portfolio’s managed funds, bonds etc
- Drivers Licence details/ copy
- Passport details
- Membership card details
- Details of medical history and medical info of significance
- Photos of tattoos and other ID marks
- Your last resume/ CV
- House/ contents/ car insurance policies
- Other general insurance policies
- Life insurance policies
- Income protection/ trauma policies
- Health insurance policies
- Doctors’ & Dentists’ contact details
- Lawyers’ names and contact details
- Accountant’s name and contact details
- Name and contact of trusted Advisers
- Other names and contact details
- Jewellery valuations and photos
- Letters and videos to loved ones
- Prepaid funeral details
- Funeral instructions
- Family structure
- Notes for Eulogy
- Instructions for items
- Subscriptions information (mail/ online)
- Social media account details and instructions
- Email account details and instructions
- Locations of stored data including photos and video
Have a listen to Mark’s story here. I would love to hear your thoughts and comments.