How to Organize Your Important Documents for Your Family

One of the best gifts you can give your loved ones is organization. When a crisis happens, your family will need access to important documents — fast.

Here’s a simple checklist for getting organized:

• Estate planning documents: Will, powers of attorney, healthcare directives

• Financial accounts: Bank, retirement, and investment account information

• Insurance policies: Life, health, home, auto

• Passwords: Use a password manager or a secure written list

• Property documents: Deeds, titles, and mortgage information

Store these items in a fireproof, waterproof box or secure online vault. Tell a trusted person where to find them.

Being organized saves your family stress, time, and money — and it ensures your wishes are carried out quickly.

Let’s talk about getting your documents together today.