October 22nd 2020

Putting Your Affairs in Order: A Checklist to Give Your Kids & Loved Ones Peace of Mind

It's not a topic anyone wants to discuss. But at Covey, we talk about the tough stuff. What happens when you're no longer around? Who can find your passwords, your bank lockbox, your documents, and assets? In today's crazy world, you owe it to your family to put your affairs in order. Liz O'Neill, professional organizer and founder of Clearly in Place LLC, will show us how.

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On The Panel

Liz O'Neill

Liz O'Neill

Liz O’Neill is the founder and owner of Clearly In Place, LLC, a professional organizing services firm, and is the contributing author of My Life Packet, a life and legacy affairs organizing workbook. In her role as Professional Organizer, she was selected to partner with The Container Store, has served as a guest instructor at The University of Delaware’s Osher Lifelong Learning Institute, and has been recognized in Delaware Today for her work.

Having previously worked in the financial services industry for fourteen years, including at Fidelity Investments, American Express, and Northwestern Mutual Financial Network, Liz recognizes the importance of planning for the future. She is passionate about helping individuals organize their most important information for peace of mind.

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*This is a virtual event over the Zoom Network. Once you sign up or purchase a ticket using the button above, you will be registered for the event and sent the links.

It's not a topic anyone wants to discuss. But at Covey, we talk about the tough stuff. What happens when you're no longer around? Who can find your passwords, your bank lockbox, your documents, and assets? In today's crazy world, you owe it to your family to put your affairs in order. Liz O'Neill, professional organizer and founder of Clearly in Place LLC, will show us how.

In this webinar, we will explore the importance of organizing your life and legacy affairs. We will discuss categories of critical information — everything from financial and insurance documents to passwords and your digital life to end-of-life considerations — and how to document and share this information.

Questions We Will Answer:
• Why is it essential for us to organize life and legacy information?
• What are the critical documents and information we need to organize?
• How can we organize, document, and share our essential life information?

If you are already a Nest with Covey or Rule the Roost member with CoveyClub, sign up for free here. All non-members and Subscribers can purchase tickets by clicking the button above.


*If you signed up or purchased a ticket but cannot attend on the day of the webinar, you will still receive a link to the recording and any additional documents or links mentioned during the event.*

Purchase Ticket Here