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Trustee School

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Ledger Correction

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📂 QUICK FAMILY READINESS TEST
If you got a phone call tonight saying one of your parents could no longer manage their own affairs… Would you know where to find: → Their Power of Attorney? → Health Care Proxy or advance directive? → Will or trust? → Insurance information? → Financial account information? → The name of their attorney? How would you score yourself? A — I know exactly where everything is B — I could find most of it C — I know approximately nothing 😬 D — We really need to have this conversation No judgment. This is exactly the kind of thing that is much easier to figure out BEFORE anyone needs it.
0 likes • 2d
A
🚨 WHAT WOULD YOU DO?
Your mother dies and names you executor. The next morning, your brother texts: “Dad always said I could have his truck. I’m coming over to get it.” What do you do? A — Give him the truck because everyone knows Dad wanted him to have it B — Ask all the siblings to vote C — Tell him nothing is being distributed yet D — Hide the keys 😂 E — I genuinely have no idea Drop your answer below. I’ll come back with the principle behind it.
1 like • 5d
C
1-2 of 2
Aaron Donelan
1
4 points to level up
@aaron-donelan-7992
Aussie. I've been on this journey since about 2019, discovering the differences between Private and Public and how to navigate them.

Active 2d ago
Joined Jul 30, 2026
Australia, NSW
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