Interactive Workbook: Prepare for the Death of Loved Ones

These workbook questions were curated by Suze Orman. The goal is to go deeper into the lesson and further your understanding. Your answers are private, no one else can see them.

Note: When you're done adding your entry, click 'Save' below. You will be able to edit your workbook at any point.
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1

Has your marital status changed? Do you have new additions to your family? Have you planned for your family? When was the last time you updated your will?

2

Do you know the financial details of your spouse's life? Talk to your spouse today.

3

Have you and your partner designated a spot for all of your important paperwork?

4

Never assume that someone who inherits money from you will do exactly what you want them to.

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