Whether you are trying to organize your finances, or you are starting to make estate planning decisions, it is important that you compile the information contained in this checklist, in addition to any other information that you feel is important. Some potential places to store these records include a fireproof safe in your home, a bank safe deposit box, or electronically in an online drive. One benefit to keeping a copy of these records online, is that they are accessible from anywhere, which can be useful if you are traveling or if there is a natural disaster.
Wherever you decide to store these records, it is crucial that someone you trust knows where they are located and has access. For example, if you have named a friend your financial power of attorney, your friend needs to have access to your bank accounts, etc. If you have named your sister the executor of your will, then your sister needs to be able to access a copy of the will.
(For more information, visit our Finances Topic Page)
(For more information, visit our Estate Planning Topics Page)
Last updated: 02/2022
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