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To-Do List

How to use this list

Items are grouped by legacy section. Check off items as guides are written and published. Priority tags: P0 = do first, P1 = important, P2 = nice-to-have.

0. Prerequisites (legacy/prerequisites/)

  • [x] P0 — Populate index.md (currently empty) with an intro and link to prerequisite_accounts.md
  • [ ] P0 — Print and place hardcopy of the Lockbox Reference doc in the Statler lockbox
  • [ ] P1 — Document physical lockbox location and contents (master password printout, YubiKeys, recovery codes)
  • [ ] Add special instructions for Holly or Madison to follow (remove basket, Telegram accounts, etc.)
  • [ ] P1 — Add a "What to do in the first 24 hours" quick-action checklist (consolidate from scattered emergency sections)
  • [ ] P2 — Document how to reset or recover Bitwarden if MFA device is lost (beyond YubiKey/recovery codes)
  • [ ] P2 — Add Apple Legacy Contact setup instructions (proactive step for Hope to do now)

1. Home Infrastructure (legacy/infrastructure/)

  • [x] P0 — Populate index.md (currently empty) with an intro and link to home_network.md
  • [ ] P1 — Fill in missing device details in the equipment inventory table (serial numbers, MAC addresses)
  • [x] P1 — Document Synology NAS purpose, access, and what data lives there (backups, media, etc.)
  • [x] P2 — Add a network diagram or simple visual of how modem → router → Wi-Fi → devices connect
  • [x] P2 — Document Philips Hue lights setup and account (mentioned in home_network.md but no detail)
  • [ ] P2 — Document printer/scanner setup (scan-to-email configuration, driver install)

2. Subscriptions (legacy/subscriptions/)

  • [x] P0 — Complete the subscriptions table — only Consumers Energy is listed; many are missing
  • [x] P0 — Add all streaming services (Netflix, Hulu, Disney+, Apple TV+, Spotify, YouTube, etc.)
  • [x] P0 — Add cell phone / mobile plan details
  • [x] P0 — Add internet service (Spectrum/Charter) to the table with account number and action
  • [x] P1 — Add domain registrations and hosting (fiddlers.cloud, any others — registrar, renewal dates)
  • [x] P1 — Add cloud/SaaS subscriptions (Proton, Bitwarden, iCloud, Cloudflare, Vultr, etc.)
  • [x] P1 — Add insurance premiums that auto-pay (home, auto, life, umbrella)
  • [x] P1 — Add SimpliSafe to the table (mentioned in heading but not in table)
  • [x] P1 — Add American Sailing subscription (noted in PLAN.md)
  • [x] P1 — Add Esstee (noted in PLAN.md)
  • [x] P1 — Categorize each subscription: Keep & Transfer, Pause, or Cancel
  • [x] P2 — Add membership dues (gym, clubs, professional associations)
  • [ ] P2 — Add software licenses (annual renewals, perpetual licenses)
  • [ ] P2 — Move utility accounts to fiddlers.cloud email as noted in PLAN.md (Cloudflare, NanoLeaf, Nest, Consumers Energy, SimpliSafe)
  • [ ] P1 — Review all subscriptions and update actions from default "Keep & Transfer" to appropriate action per item
  • [ ] P1 — Document domain renewal dates (all auto-renewal via Cloudflare)

3. Invareo & Managed / Business Interests (legacy/business_continuity/)

  • [x] P0 — Populate index.md (currently empty) with an intro and links to sub-pages
  • [x] P0 — Write content for Grand Rapids Wellness (heading exists, no content)
  • [x] P0 — Write content for Cliff Maine Aviation (heading exists, no content)
  • [x] P0 — Write content for Rick Fiddler Aviation (heading exists, no content)
  • [x] P0 — Write content for Caledonia Youth Lacrosse Club (heading exists, no content)
  • [x] P1 — For each entity: key contacts, EIN, bank accounts, operational status, wind-down vs. transfer plan
  • [x] P1 — Document Invareo's Vultr and Cloudflare access for grwell and RFA (noted in PLAN.md)
  • [ ] P1 — Segment Cloudflare domains into sub-accounts for shared ownership (e.g. calyouthlax.org transferable to club leadership)
  • [ ] rickfiddleraviation.com
    • [x] Move to new account
    • [x] Share ownership with Invareo
    • [ ] Share ownership with Rick Fiddler Aviation (Administrator Read Only)
  • [ ] cliffmaineaviation.com
    • [x] Move to new account
    • [x] Share ownership with Invareo
    • [ ] Share ownership with Cliff Maine Aviation (Administrator Read Only)
  • [ ] grwell.com
    • [x] Move to new account
    • [x] Share ownership with Invareo
    • [ ] Share ownership with Grand Rapids Wellness (Administrator Read Only)
  • [x] invareo.com
    • [x] Move to new account
    • [x] Share ownership with Personal
  • [ ] mckennalea.com
    • [x] Move to new account
    • [ ] Share ownership with McKenna (Administrator Read Only)
  • [x] fiddlers.cloud
    • ~~[ ] Share ownership with Fiddler Family Trust~~
  • [ ] calyouthlax.org and caledoniayouthlacrosse.com
    • [x] Move to new account
    • [x] Share ownership with Invareo
    • [ ] Share ownership with Caledonia Youth Lacrosse Club (Administrator Read Only)
  • [ ] evanfiddler.com shared to Fiddler Family
  • [ ] P1 — Plan migration of emails and services off evanfiddler.com and invareo.com before shutdown
  • [ ] P1 — Document any active contracts, client obligations, or vendor agreements per entity
  • [ ] P2 — Add registered agent info, annual report filing dates, and state of incorporation per entity
  • [ ] P0 — Write full content (currently just a stub)
  • [ ] P0 — Document location and access for: Will, Fiddler Family Trust, Power of Attorney, Healthcare Directive / Living Will
  • [ ] P0 — Document guardianship designations for children
  • [ ] P0 — List attorney / estate planner contact info (name, firm, phone, email)
  • [ ] P1 — Document life insurance policies (carrier, policy number, beneficiaries, death benefit, how to file a claim)
  • [ ] P1 — Document beneficiary designations across all financial accounts (ensure they match intent)
  • [ ] P1 — Extraction plan for MayanEDMS (noted in PLAN.md) — where are digital copies of legal docs stored?
  • [ ] P1 — Property deeds and vehicle titles — location of originals
  • [ ] P2 — List vital records locations: birth certificates, marriage certificate, Social Security cards, passports
  • [ ] P2 — Document any prenuptial/postnuptial agreements if applicable
  • [ ] P2 — Add funeral / memorial wishes and pre-arrangements (if any)

5. Household Management (legacy/household_management/)

  • [ ] P0 — Write full content (currently just a stub)
  • [ ] P0 — List all properties owned/rented with addresses, mortgage info, and property tax details
  • [ ] P0 — Document home insurance (carrier, policy number, agent contact)
  • [ ] P1 — Vendor contacts: plumber, electrician, HVAC, landscaping, pest control, appliance repair
  • [ ] P1 — Vehicle inventory: year/make/model, VIN, registration, insurance, loan/lease info, maintenance schedule
  • [ ] P1 — Children's info: schools, enrollment, emergency contacts on file, activity schedules, medical providers
  • [ ] P1 — Medical providers: primary care, dentist, pediatrician, specialists, pharmacy, insurance cards
  • [ ] P1 — Pet care (if applicable): vet, food/medication, boarding contacts
  • [ ] P2 — Seasonal maintenance checklist (HVAC filter, gutter cleaning, winterization, etc.)
  • [ ] P2 — Home warranty info (if applicable)
  • [ ] P2 — HOA info and contacts (if applicable)
  • [ ] P2 — Lawn/landscape service schedule and contacts
  • [ ] P2 — Organize P and Movies correctly (noted in PLAN.md)

6. Financial Overview (legacy/financial_overview/)

  • [ ] P0 — Write full content (currently just a stub)
  • [ ] P0 — List all bank accounts (checking, savings) with institution, account type, and ownership
  • [ ] P0 — List all credit cards and debts (AmEx noted in PLAN.md, plus mortgage, auto, student loans, etc.)
  • [ ] P0 — Document mortgage details (lender, payment amount, escrow breakdown including home insurance, property tax)
  • [ ] P0 — List retirement accounts: 401(k), IRA, Roth IRA — institution, approximate value, beneficiaries
  • [ ] P1 — Investment / brokerage accounts (taxable accounts, 529 plans for kids)
  • [ ] P1 — HSA / FSA accounts
  • [ ] P1 — Crypto / digital asset holdings (if any) — wallets, exchange accounts, recovery phrases
  • [ ] P1 — Monthly budget or cash flow overview (recurring income vs. recurring expenses)
  • [ ] P1 — Tax information: CPA/accountant contact, where returns are filed (TurboTax, CPA office), EIN for entities
  • [ ] P2 — Document auto-pay schedules so nothing lapses unexpectedly
  • [ ] P2 — Document any outstanding loans to/from family or businesses
  • [ ] P2 — Safe deposit box location and access (if applicable)

7. Digital Life (legacy/digital_life/)

  • [ ] P0 — Write full content (currently just a stub)
  • [ ] P0 — Social media accounts inventory (Facebook, Instagram, LinkedIn, X/Twitter, etc.) with memorial/deletion preferences
  • [ ] P0 — Email accounts beyond Proton (Gmail: fiddlerfamily724@gmail.com, any others)
  • [ ] P0 — Photo and video storage/backup strategy (iCloud, Google Photos, NAS, external drives)
  • [ ] P1 — Domain names owned (fiddlers.cloud, any others) — registrar, renewal dates, DNS provider
  • [ ] P1 — Hosted websites and services inventory (what runs where, how to keep it running or shut it down)
  • [ ] P1 — Self-hosted services on Synology NAS / Vultr / other servers
  • [ ] P1 — Cloud storage: Google Drive, iCloud, Proton Drive, Dropbox, etc.
  • [ ] P1 — Destroy Swift data (noted in PLAN.md — once everything is migrated off)
  • [ ] P2 — Git repositories (Gitea, GitHub) — what's important vs. archivable
  • [ ] P2 — Gaming accounts and digital purchases (Steam, Xbox, PlayStation, etc.)
  • [ ] P2 — Password/account for family shared devices (iPads, kids' devices)
  • [ ] P2 — Data backup and disaster recovery procedures

8. Appendices (legacy/appendices/)

  • [ ] P0 — Populate index.md (currently just a stub) with a listing of all appendices
  • [ ] P1 — Complete Appendix A: fill in serial numbers and MAC addresses for all network devices
  • [ ] P2 — Add Appendix B: Emergency Contacts (family, attorney, CPA, financial advisor, insurance agents, trusted friends)
  • [ ] P2 — Add Appendix C: Account & credential index (not passwords — just a list of every service and which Bitwarden collection it's in)

Cross-Cutting / Site-Wide

  • [ ] P0 — Create an Emergency Contacts page or section (attorney, CPA, financial advisor, insurance agent, key family/friends)
  • [ ] P1 — Clean up index.md home page — remove sample admonition demos, add a real welcome and navigation guide
  • [ ] P1 — Write about.md (currently a placeholder)
  • [ ] P1 — Write meta/CONTRIBUTING.md (currently a placeholder)
  • [ ] P1 — Fix broken cross-links in prerequisite_accounts.md (references index.md#invareo which doesn't resolve correctly)
  • [ ] P1 — Remove hardcoded PAT from miscellaneous/meta_setup.md (line 16) — security risk
  • [ ] P1 — Add navigation entries in mkdocs.yml as new section pages are created (keep nav in sync)
  • [ ] P2 — Harden webhook.py runner: better logging, error handling/retries, healthcheck endpoint, shared-secret validation
  • [ ] P2 — Add a "Run-through with Hope" milestone — walk through the entire flow to validate clarity
  • [ ] P2 — Quarterly review cadence reminder (last reviewed date is in legacy/index.md)

Miscellaneous To-Dos

  • [ ] P0 — Add an "Important Contacts" list to the docs for death notification