EPISODE · Nov 27, 2025 · 1H 4M
68. What To Put in Your "When I Die" Folder with Pattie Lovett-Reid
from Aging Powerfully with Melissa Grelo · host Melissa Grelo
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 haveLast Will & TestamentPowers of Attorney (financial + personal care)Healthcare directivesTrust documents (where applicable)Life insurance and beneficiary designationsDigital access planning (passwords, accounts, social media, subscriptionsWhy 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 [email protected]
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68. What To Put in Your "When I Die" Folder with Pattie Lovett-Reid
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