No more paper statements only electronic

Thanks. I’m aware of the PDF and document contents being accessible to searches. I also use FileSerarchy that allows that along with the global search in Thunderbird.

My situation is somewhat different than other retired people. I still run two businesses. One is a farm with a lot of documents. That business will be ongoing after I die and is the reason I set up am email box for online documents related to its management. Since my Sister will inherit the farm and bills and the farm lease, she will need ready access to those documents and also to pass along to the management company. They would also be accessible to her should I end up in the hospital even for a short stay, although they are auto-pay.

The second business is a Website Hosting and Consulting business for neighbor farms. That one requires me to start moving management to their hosting account to the owners so that they can pay their own hosting accounts directly rather than to me as a pass-along to the company that supplies the service. I am a reseller. Those documents are not part of the house/farm and there is no reason my Sister needs to be involved.

Thirdly, my retirement financial statements are not a part of the household items and will not be made available until such a time as I die. The last thing I would want is for family to start deciding their lives based upon what they might inherit. They might continue to be frugal until then and that means a more carefree life later. Besides it ain’t cheap to live where I do, although I have made it relatively less expensive for them.

So, I have my will, Family Trust documents, checkbooks and passwords stored in the safe. Keys are both here and with a 3rd party. I also have a list of credit cards and accounts listed. I also have written an obituary and have cremation and ash scattering set up. I have a management company set up to take over the farm work and crop care in the event I die so my Sister can live here without having to worry about farming. Since the farm and house are paid for, we just need to have someone do the work in exchange for the crops.

You know, I wish I was just a bit more organized… :slight_smile: