This is the Ultimate Nomad Checklist™. Select which week you'd like to see the tasks for.
Week 50
GoalsUltimate Nomad ChecklistWeek 10Week 14Week 18Week 2Week 22Week 26Week 30Week 34Week 38Week 42Week 46Week 50Week 54Week 6
Do this at a minimum once a month.
Mark this task as complete once you've reviewed your "Future Narrative" this month.
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So, take a moment to schedule out on your calendar when you'll actually do the tasks for this week on your calendar. Make an appointment with yourself to do them. If you need to reschedule one, reschedule it (don't delete it).
ASAPFirst Meeting: Your Real Estate GoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 6Week 7Week 8Week 9
https://RealEstateFinancialPlanner.com/emergency-plan-workshop/
Once you've completed your own "Emergency Plan", mark this task as done.
You'll need their name, address, phone and email.
Let them know they're to take over as manger if something happens to you.
The "Emergency Plan Summary" should list the following information at a minimum:
- Name, address, phone and email of your Attorneys
- Name, address, phone and email of your Primary, Backup and Third Emergency Contacts
- List of all your properties (rentals and owner occupied)
- List of tenants in each property and where to find their tenant file
- List of all your bank, savings and investment accounts with account numbers, logins and passwords
- List of all your LLCs, trusts and other entities, what is in each and who is to run them should something happen
- List of all your mailboxes and where the key is to each
- List of all your email accounts and password for accessing each
- List of all your insurance policies and the Insurance Agent for each
- List of all your Powers of Attorney, who they're with and where to find each
- Location of your Will
- If you've buried or otherwise hidden any treasure, a map or at least clues as to where to find it
- Your preferred referral list for all your contractors and professional advisers
- Documentation on your key business processes (how to run your business if you're not there)
Example might be you store your primary "Emergency Plan Summary" sheet in your locked safe in your office. You could keep a backup in your safe at home.
Another example might be you store your primary "Emergency Plan Summary" sheet in your locked filing cabinet at home and your Attorney has a second copy in his locked filing cabinet in his office.
IMPORTANT NOTE: My personal Attorney suggested NOT using a safe deposit box as they can be hard for your Emergency Contacts to access should something happen to you.