subject: In Case Of Death…. [print this page] As I have been planning for a cruise with my husband, a lot of questions have come to my mind as far as what would happen if my husband and I did not return from our trip.
This seems like a morbid topic, but it is important. Businesses and children are at the top of my list of things that need information passed along so things get taken care of according to my wishes.
If you are a solopreneur like I am, the following is a list of important information to put together for someone just in case you suddenly were unable to run your business anymore:
1. A list of payments that come automatically out of your checking account or credit card account.
2. The name, website, email, and address of vendors who need to be contacted.
3. The name, website, email, and address of customers that you are currently working with.
4. The nature of any important business contracts
5. A list of all bank names, account numbers and addresses. (Do not forget your Paypal accounts and any other merchant accounts).
6. If you have a P. O. Box, where is the key, and what is the number?
7. If your business has a safety deposit box or lockbox, give pertinent information.
8. A list of loans/credit cards that are still due and outstanding. Terms and payment information.
9. A list of important people who are working with you in your business. (Business coach, webmaster, virtual assistant, etc.)
10. A list of websites and passwords that are important to your business. (Examples: email accounts, website access, Twitter, Facebook, fan pages, Linked In, YouTube, etc.)
11. Instructions on where to start. Maybe a checklist for what to do first, second, etc. to tie up all the loose ends.
12. A list of important professionals you use. Accountant, attorney, insurance agent, etc. These people will be very invaluable to get all the proper tax returns taken care of and other loose ends tied up.
I have started doing this for my business. In the long run, I will get it all down in a manual.
If you have done this for your business, please share how you have organized the information. Did you find a useful website, app, or template?
Once I had at least a part of this list done, I felt much better leaving on vacation. Bon Voyage!
