SUDDEN DEATH CHECKLIST

Our Sudden Death Checklist is a comprehensive information storehouse that keeps all of the business owner's crucial personal and business information in one place, in case of a sudden death or incapacitation. Jack Veale developed this checklist over decades of working with closely held, family owned businesses. Jack's checklist started out as a 3 page spreadsheet integrated with the company's long range plan and succession plan; gradually expanding the check list items to cover 100 pages! For example, 15 years ago, having logins and passwords on bank accounts, social media, and other websites was not on the list. IPhones and Android software did not exist. The most important value for this process is to engage the spouses, family and key advisors to help the owner create a plan that minimizes the family's emotional and financial stress typically found during a funeral of a loved one... Here's our checklist of steps you can take to protect your business should you suddenly die.