Dear No Regrets Workshop participants and MoST members,
At the No Regrets Workshop, Fr. Steve Kuhlmann showed a slide with a list (see below) from Chapter 35 of the Fourth Quarter of Your Life Workbook: Don’t Leave a Mess [for your loved ones].
Here is a list of items to consider completing and organizing in one place for the people you love and will be leaving behind:
• Your Last Will and Testament
• Estate Plan
• Name and Contact Information of Executor
• Contact Information for Attorney and Accountant
• Deeds and Titles for all Assets
• Life Insurance Account Numbers and Contact Information
• Bank Account Numbers and Contact Information
• Retirement Accounts and Contact Information
• Credit Card Accounts and Contact Information
• List of Regular Bills, especially those on autopay
• List of Mileage Accounts and Other Loyalty/Reward Programs
• Comprehensive List of Passwords
From the No Regrets workshop Evaluation Questionnaire, MoST discovered that about 70% of the respondents were interested in learning more on how to address items in this list.
A MoST No Regrets Committee led by Wendel Blue is tasked with finding how to provide the needed information to those at St. Tom’s who may be interested.
To get started, the Committee created a short Questionnaire (
https://forms.office.com/r/ZJ2pyCigUq). It will only take a few minutes to complete and will guide the Committee on how to move forward in its effort.
After submitting your response, if you wish, you can Review your Responses and print them.
Please complete the Questionnaire by Thursday of this week.
For the MoST,
Vince Drnevich, Sec.