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Today’s guest is Jeremy Schneider. He’s the founder of Personal Finance Club and Nectarine (a platform that pairs you with a fiduciary financial advisor for a flat-fee with no ongoing commitment required). 

Last time Jeremy was on the pod we talked about his journey to building a $5 million net worth– this time we’re taking a different direction. 

In this episode we dig into a sensitive, but important topic of how to organize and collect information for estate planning in one easy-to-find place. 

We dive into: 

Where the idea of “dead boxes” came from

Exactly how Jeremy organizes this info

Writing an “I’m dead” email to your estate executor

Protecting your financial information

General tips for what to include in your own box

I know this is a heavy topic for so many people, but hopefully you’re inspired to make your own and give your loved ones the gift of being able to focus on grieving instead of tackling the mountainous task of trying to figure out what the eff is going on with your finances. 

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