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1. Duplicate Keys

Keep a labeled key set in a safe or lockbox.

Give a copy of essential keys (house, car) to a trusted person.

2. Use Smart Labels

Color-code or tag keys with large, easy-to-read labels.

Consider a digital key tracker (like Apple AirTag).

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1. Use a Password Manager

Apps like 1Password, Bitwarden, or LastPass secure passwords using ONE master password.

Also save banking info, PINs etc.

Share access with trustees in emergencies.

2. Keep a Physical Backup

Write down passwords etc on paper and keep them in a locked, fireproof safe.

Label it clearly for trusted family or an executor.

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Clear the Clutter  • Protect What Matters • Create Peace of Mind

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Clear the Clutter  • Protect What Matters • Create Peace of Mind

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In this hands on series we will:

Weed through the clutter of local bureaucratic red tape to organize and simplify medical, financial, and legal priorities.

Create systems that bring peace of mind to you, your family, and your friends now and later.

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Organizing important information like passwords, keys, and documents are essential for independence, peace of mind, and reducing stress.

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1. Simplify

Reduce the number of accounts, cards, and subscriptions you need to track.

Close unused services.

2. Checklists

Keep a printed “Life Cheat Sheet” with key contacts, accounts, and instructions

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 Step-by-step guidance and sharing practical tools for streamlining your important life information.

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 Step-by-step guidance and sharing practical tools for streamlining your important life information.

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TAKE-AWAYS
✅ A personalized “Life Cheat Sheet”

✅ A Password Security & Sharing Cheat Sheet
✅ Strategies for managing paperwork, passwords, and documents

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Step-by-step guidance and practical tools for streamlining your important life information.

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3. Enable Two-Factor Authentication (2FA)

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3. Enable Two-Factor Authentication (2FA)

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Where possible, use an authenticator app (Google Authenticator, Authy) instead of SMS.

Store recovery codes in your safe.

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3. Enable Two-Factor Authentication (2FA)

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PASSWORD SECURITY & SHARING  CHEAT SHEET

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PASSWORD SECURITY & SHARING  CHEAT SHEET

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Password Security & Sharing Cheat Sheet 

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1. Create a Central File Store in one folder (digital or physical) and update yearly

for ID, passport, Will, power of attorney, Insurance documents, Bank & investment info etc.

2. Digital Backup

Scan documents and keep them in encrypted cloud storage (ex. Google Drive, iCloud).

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1. Routine Reviews

Set a calendar reminder once a year to update info, test backups, and refresh access.

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Choose a trusted contact (spouse, child, close friend) who knows where your safe/records are.

Consider a legal digital estate plan so loved ones can access accounts if needed.