If you’ve looked at the full International Resident’s Ending Note and felt overwhelmed, the Conspectus is here to help you take the crucial first step in your emergency and estate planning.
What is The Conspectus?
It’s is a seven-page fillable PDF that distills the essential information from your Ending Note into one concise, easily shareable document. Think of it as the executive summary of your life’s practical details.
It includes the information your trusted people will need on hand in case of emergency.
- Personal Details
- Contacts
- Important Documents Location
- Personal Property
- Financial Assets
- Financial Liabilities
- Insurance Policies
How does it differ from the full Ending Note?
The Conspectus is a streamlined reference that catalogs key details. The Ending Note is a comprehensive workbook for thinking through, documenting, and organizing all the details necessary for emergency and estate planning.
Won’t it still be tedious to fill out?
Yes. Tedium is never far off when it comes to filling in documents.
You’ll need to gather account numbers, look up contact information, and hunt down policy documents. But there is a clear goal in sight. It’s only 7 pages more than half of them are lists.
And because it’s a fillable PDF, making updates is easy when life changes.
I had already completed my Ending Note when I created the Conspectus , but I kicked myself for not creating this digital summary sooner – it is more useful than I expected.
The Conspectus works beautifully as:
- A starter document that you complete first, then use as a roadmap for the deeper work in the full Ending Note
- An index to your full Ending Note, helping you quickly locate detailed information
- A quick reference for daily life when you need to find an account number or contact
- A shareable summary that’s easier to send to trusted family members than the complete workbook
Start with The Conspectus, celebrate that achievement, then dive deeper with the full Ending Note when you’re ready.
You’ve got this. Take care.