Checklist Tags

These are the checklists related to Week 50.

These are the tasks for Week 50 of the Ultimate Nomad Checklist™.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

  1. Review my goals
  2. Review my "Future Narrative"
  3. Schedule on your calendar when you'll do this week's tasks from your Future Narrative
    You're much more likely to follow through on your goals if you plan out when you'll do the steps to achieve them.

    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

  4. Class Watch "Emergency Plan Workshop" Recording of Live Class
    Watch the recording of the live presentation of "Emergency Plan Workshop" available on:

    https://RealEstateFinancialPlanner.com/emergency-plan-workshop/

    ClassesEmergency PlanUltimate Nomad ChecklistWeek 50

  5. Create your own "Emergency Plan"
    Create your own "Emergency Plan" assuming you won't be able to talk or tell your Emergency Contacts any more than what you have written down, documented.

    Once you've completed your own "Emergency Plan", mark this task as done.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  6. Create your Will
    With the help of your Attorney create a Will that will document who is responsible for taking over should you die.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  7. Identify your Primary Emergency Contact
    Determine who your Primary Emergency Contact will be.

    You'll need their name, address, phone and email.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  8. Add your primary Emergency Contact to your Operating Agreement
    With the help of your Attorney, add your primary Emergency Contact to your LLC Operating Agreement as who takes over as manager in case you're injured, incapacitated or die.

    Let them know they're to take over as manger if something happens to you.

    Emergency PlanLLCUltimate Nomad ChecklistWeek 50

  9. Make sure all your Emergency Contacts know about each other and have each other's contact info
    Make sure your primary, backup and third Emergency Contact all know the others. Send each of them the other's contact info in case there is an emergency for you and they need to contact each other.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  10. Make sure all your Emergency Contacts have your Attorney's contact info
    Make sure your Primary, Backup and Third Emergency Contact all know your Attorney's contact info.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  11. Create your own "Emergency Plan Summary" sheet
    Create your own "Emergency Plan Summary" sheet and tell your Primary, Backup and Third Emergency Plan contact and your Attorney where it is located. For example, you might have a copy of it in your safe in your home and you have a key to the safe on your primary keychain.

    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)

    Emergency PlanUltimate Nomad ChecklistWeek 50

  12. Store a backup of your "Emergency Plan Summary" sheet
    Store an off-site backup of your "Emergency Plan Summary" sheet in case of fire, floor or other issue with your primary copy of your "Emergency Plan Summary" sheet.

    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.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  13. Go over "Emergency Plan Summary" with Emergency Contacts
    Sit down and go over your entire Emergency Plan with your Emergency Contacts so they're familiar with it and how it is setup.

    Emergency PlanUltimate Nomad ChecklistWeek 50

  14. Update your "Emergency Plan Summary" sheet yearly
    Make sure you update your "Emergency Plan Summary" sheet yearly.

    Emergency PlanUltimate Nomad ChecklistWeek 50

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