Section 3: Get Organized
Document all your important personal and financial information in one place.
This master list is a lifesaver for your executor, trustee, and/or family members.
When the time comes, they’ll have a lot on their plate - and they don’t have time to dig through drawers, files, and old emails to figure out where everything is.
It also helps avoid missed accounts, unclaimed benefits, or delays in settling your affairs. Think of it as one final way to take care of the people you care about.
What to include:
Bank accounts and investments
Insurance policies
Real estate and personal property
Digital assets and passwords
Contact information for your advisors
Location of important documents