Aging Powerfully with Melissa Grelo

Aging Powerfully with Melissa Grelo


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

November 27, 2025

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