The Green Box Exercise
A final gift for the people you love
Welcome to the first step of your Green Box.
In this video, I talk about the most personal part of the process - your letters, instructions, and mementos. These are the things that carry your voice and your intentions for the people who matter most.
You will learn:
- How to write your “Start Here” letter for your executor
Why personal letters are such an important gift - How to make a simple memento list for sentimental items
Take your time with this. It does not have to be perfect. Every note or letter you write adds warmth and clarity to what you leave behind.
Jordan Vaka is an Authorised Representative of PlanningSolo Licensing AFS Licence No 526143
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.