68. What To Put in Your "When I Die" Folder with Pattie Lovett-Reid

68. What To Put in Your "When I Die" Folder with Pattie Lovett-Reid

This week on Aging Powerfully, we’re getting brutally honest about one of the most avoided — yet most essential — topics in midlife: preparing your family for the unexpected.

Most people think they’re organized.

Spoiler: they’re not.

To cut through the confusion and give us the real roadmap, I’m joined by Canada’s financial powerhouse Pattie Lovett-Reid. Together, we break down the exact documents, details, and conversations every family needs long before a crisis hits.

In this eye-opening and empowering conversation, we explore:

The non-negotiable documents every adult should have
  • Last Will & Testament
  • Powers of Attorney (financial + personal care)
  • Healthcare directives
  • Trust documents (where applicable)
  • Life insurance and beneficiary designations
  • Digital access planning (passwords, accounts, social media, subscriptions

Why planning ahead isn’t morbid — it’s mature.

It’s not about control — it’s about caring.

Tech and Audio Producer: Drew Garner

Producer: Melissa Grelo (@melissagrelo, @agingpowerfullywithmelissagrelo)

For any partnership inquires, contact beverly@agingpowerfullywithmelissagrelo.com

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Episoder(90)

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