I know the name DEAD BOX can sound morbid, but I love my dead box! Death is unfortunately part of our lives, and I think rather than dancing around the topic with careful euphemisms, I like to stare it right in the face.

It’s SO easy to ignore the need for a dead box. But if you do, when you die, you’re saddling your family with this really sticky problem of trying to be a forensic accountant, unraveling your financial life, without you around to ask. Just think, right now, if someone in your family needed to know about your bills, debts, credit cards, insurance policies, car titles, mortgages, Roth IRA, 401k, etc, etc. How much of that stuff is JUST in your head? Or just accessible with passwords only you have? What a timely and expensive mess trying to sort it out.

So do your family a favor, and make a dead box! Not only is it good if you die, but it’s GREAT when you’re alive. I constantly find myself referencing my own dead box while I’m alive because I know that’s the “source of truth” for all my important documents and records!

Over the years we’ve gotten a LOT of questions about dead boxes. Making one isn’t too hard, but it would be nice to have a template with instructions, lists, etc, right?! Well on MONDAY, June 16th we’re launching the first ever PFC DEAD BOX! It’s kind of a “mini course” with digital downloads. You can make your own dead box using our Google Drive template or download as a zip folder. Plus a few teaching videos explaining how to fill out our net worth statement, collect your documents, store and share your dead box, and setting up annual reminders so your family/executor will always know how to find the most up to date information!

It’s not live yet, but if you want to be notified when it launches on. Monday, comment 💀 below, or click our link in bio to be added to the wait list! 🙂

As always, reminding you to build wealth by following the two PFC rules: 1.) Live below your means and 2.) Invest early and often.

-Jeremy