The corollary outside the business world, of course, is estate planning, something which we don’t like to dwell on, but which is necessary for the continued comfort of our loved ones after we’ve gone to the big ball park in the sky1. Of course, it’s one thing to have the various estate plans setup, and another thing to for them to be readily accessible when they are needed.
Earlier this year I went through the process of setting up what I call a “Life Continuity” plan in Evernote and making sure that my family could easily access it in the event of my untimely demise. Roughly speaking, these are the 6 steps I went through to make sure that my life continuity plan was useful and practical.
1. Tag all critical documents with “911″
When some bad happens, things get frantic quickly. I don’t want people needlessly hunting for documents and information that should be readily accessible. So the first thing that I did was go through all of the documents that I thought would be critical: powers of attorney, wills, life insurance, etc., and tagged them with “911.”
In the U.S. “911″ is the number you dial when there’s an emergency. It’s short, it’s simple, and no one who is looking through my relatively short list of tags, could mistake its meaning.
I was careful not to overdo it. I really just wanted to make sure that the most critical documents were accessible so that there was no added frustration at a time when emotions run hot. There was probably a total of 10 or 12 documents that got tagged this way.
2. Create a checklist note of the most important things to do
Back when I was private pilot, I learned about the importance of checklists. The real value of a checklist comes, not from its routine use, but when an emergency arises. You don’t want to have to hunt around for information. It needs to be right in front of you.
I tried to imagine the kind of information my family would need access to quickly, and I created a note in Evernote that outlined this information. People to contact, both friends and family, but also professionals: lawyers, accountants, etc. I tried to put the list in some order of priority so that whoever was using it wouldn’t need to think to much. Everything would be right there, including the names, phone numbers and email addresses.
Of course, I also tagged this note “911.”
3. Use note links to easily access related notes
Where it made sense, I added note links on my checklist that link to the documents to which they refer. Sure, these documents are also accessible by searching for the “911″ tag, but on the checklist the items are in order, and rather than having to go hunting, or even taking an extra step to search, all you have to do is click on a link to access the note.
4. Create a “911″ saved search
With the various documents tagged, it made sense to cut out one step of the process by creating a “911″ saved-search. This simply searches for all documents tagged “911″ no matter where they are located.
One of the nice side-effects of naming the saved search 911 is that, in my case, at least, it’s the very first search in the list.
- I’m not talking about Coors Field, gang. ↩