68. What To Put in Your "When I Die" Folder with Pattie Lovett-Reid
Description
This week on Aging Powerfully, we’re getting brutally honest about one of the most avoided — yet most essential — topics in midlife: preparing your family for the unexpected.
Most people think they’re organized.
Spoiler: they’re not.
To cut through the confusion and give us the real roadmap, I’m joined by Canada’s financial powerhouse Pattie Lovett-Reid. Together, we break down the exact documents, details, and conversations every family needs long before a crisis hits.
In this eye-opening and empowering conversation, we explore:
The non-negotiable documents every adult should have
- Last Will & Testament
- Powers of Attorney (financial + personal care)
- Healthcare directives
- Trust documents (where applicable)
- Life insurance and beneficiary designations
- Digital access planning (passwords, accounts, social media, subscriptions
Why planning ahead isn’t morbid — it’s mature.
It’s not about control — it’s about caring.
Tech and Audio Producer: Drew Garner
Producer: Melissa Grelo (@melissagrelo, @agingpowerfullywithmelissagrelo)
For any partnership inquires, contact beverly@agingpowerfullywithmelissagrelo.com
United States
