Life Log by Advocate Life Systems - Advocate Life Systems

If Someone Had to Manage Your Affairs Tomorrow…

Would They Have Everything They Need?

Life Log™ is an organized, easy to access record of all the information your loved ones, Power of Attorney, trustee or executor would need if they ever had to manage or settle your affairs on your behalf.

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Woman overwhelmed by a mountain of paper serving as delegate without a Life Log — Without a Life Log™

Woman at ease serving as delegate for a loved one using a Life Log — With a Life Log™

SELF ASSESSMENT

Could Someone Manage Your Affairs Tomorrow?

Scroll through the questions on the left to evaluate how ready you are for the unexpected.

Family

FAMILY

You, your household members, pets, businesses, IDs, vital records

Could your delegate easily access digital and physical vital records for you and everyone in your household? Are they stored in a secure spot?

Do you have online accounts set up for important government benefits such as Social Security and Medicare?

Does your delegate have access to important records and information on any business interests you have?

Has everyone in your household registered for government identification accounts (eg. Id.me, Login.gov), and established an online account with important government agencies such as IRS, Social Security, VA, and Medicare?

Property

PROPERTY

Real estate, vehicles, art, jewelry, other valuable property, storage facilities

Can your delegate readily access your home and any other properties you own?

Does your delegate know about any safes, storage units, or other places where your property is kept, and know how to get into them?

Can your delegate readily access original titles for property you own and have the information they would need to sell the item if needed?

Legal

LEGAL

Wills, trusts, POAs, advance directives, other legal documents, attorneys

Do you have a will or trust, financial and healthcare POA, and advance directives? Have you filed them with our financial institutions and insurance / medical providers? Can your delegates access them quickly?

Have you reviewed your wishes with your loved one(s) and ensured they are willing and able to serve as your delegate?

Have you titled all your accounts and property to align with your estate plan and added beneficiaries when appropriate?

Does your delegate have easy access to any business information and personal or business contracts in place?

Financial

FINANCIAL

Income sources, bank accounts, loans, credit cards, financial service providers

Does your delegate know all your sources of income, bills, and debt? Do they know how to contact the providers and have access to recent statements or paystubs?

Can your delegate easily access a complete list of your financial accounts such as bank accounts, investments, HSA/FSA, and epay accounts?

Do you have a secure digital copy of details for your credit cards, debit cards, and any other forms of payment you use? Could your delegate easily access and use those forms of payment if needed?

Insurance

INSURANCE

Health, home, property, auto, long term care, umbrella, life, providers

Does your delegate know all the medical, prescription, and other health related insurance you have and how premiums are paid?

Have you captured digital copies of all your insurance cards? Could your delgate access those quickly if needed?

Does your delegate know about life and property insurance policies, how the bill is delivered and how premiums are paid?

Is your delegate aware of any pre-paid burial expenses you have and what type they are?

Digital

DIGITAL

Digital devices, wifi, passwords, email, social media, other online accounts

Do you have all your passwords, passkeys, and other credentials stored digitally in a secure location (preferably a cloud-based password manager) that your delegate can access remotely?

Can your delegate access your phone, tablet, and computer if needed, either by biometric id or passcode?

Have you registered for online account access to all your financial accounts, insurance policies, income sources, and bills so your delegate can easily make changes if needed?

Have you listed all your important personal digital accounts such as email, social media, or any other digital account your delegate may need to access to act on your behalf, or that you pay a fee to use?

Taxes

TAXES

Tax documents, receipts, deductions, accountants

Do you have digital copies of your tax return for at least the past 7 years stored in a safe place? Does your delegate know where they are? Can your delegate easily access them remotely if needed?

If you need to keep receipts for tax purposes, are they stored digitally in a place your delegate can access if needed?

Do you have digital copies of documentation and receipts for any improvements you have done on real estate you own? Is your delegate aware of these?

Legacy

LEGACY

Final arrangements, funeral and religious preferences, payment plans

Is your delegate aware of any burial arrangements you have made? Can they easily access the documentation, including receipt of payment?

Besides your will, have you clearly documented any personal or religious preferences you have for your funeral, memorial, or burial services?

Have you documented who you want to serve as guardians for any children, dependent adults, or pets? Have you discussed your wishes with those people?

Have you made your delegate aware of your wishes and where they can find the documentation?

Contacts

CONTACTS

Friends, family, service providers, other important contacts

Have you made a list of professional contacts such as your attorney(s), doctor(s), pharmacy, insurance companies and agent(s), accountant, funeral home, etc.? Can your delegate readily access it?

Have you listed contacts for all house-related services you use such as utilities, housekeeper, lawn care, pest control, etc.?

Have you listed important personal contacts such as friends, family, and religious or social organizations that your delegate may need to contact in case of your incapacitation or death?

If you have business interests, have you listed all your business contacts and is your delegate aware of who would be take over your business?

What Were Your Answers?

Life Log™ is a structured system that brings together the information, documentation, and instructions that someone else may need to help manage your affairs on your behalf.

More than a record-keeping tool, it is a complete and proven methodology that helps you take proactive, meaningful actions now to reduce complexity, eliminate obstacles, and make future responsibilities easier for the people you trust most.

Advocate Life Systems offers comprehensive guides, templates, practical advice and support resources to help you get organized and make your delegate’s job easier.

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