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Life admin
The Paperwork That Runs Your Life
Three tiers, real retention schedules, the beneficiary forms that override wills, the incapacity documents that matter at every age — and one binder that holds the map.
Included free with All-Access — $20/year for the whole catalog.
What you'll walk away with
The three-tier system — vault, active, archive — and the actual keep-or-shred schedules (tax 7, statements 1, payoff letters forever).
The vault roster: certified copies, fire safe vs deposit box, and ordering replacements before the need-and-discovery moment arrives together.
Why beneficiary designations beat wills — the review cadence, contingents, and the never-name-minors-directly rule.
The incapacity set (POA, healthcare proxy, directive) that matters at every age, plus the emergency binder and digital-estate setup someone else can operate.
6 parts · 23 min
2
Keep-or-Shred: The Actual Schedules
5 min
5 min
3
The Vault: Forever Documents and Where They Live
4 min
4 min
4
The Designations That Override Your Will
3 min
3 min
5
Wills, POA, and the Incapacity Gap
4 min
4 min
6
The Emergency Binder and the Digital Estate
4 min
4 min
Bonus: one-page cheat sheet
Every part's key points, printable — included when you unlock
Read Part 1 free — no account needed. $1 unlocks the remaining 5 parts plus the cheat sheet, forever.
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$1
unlocks all 6 parts