Organize personal records

Plan for the Future

Keeping your personal records organized now will help your affairs to be settled more easily and quickly later. These documents will be a blueprint / map to those who will manage the personal, legal, and financial tasks during a time in which you are incapacitated or when you have passed away. Separate documentation between what needs to be known/seen in your final days or immediately after your death and what needs to be assessed as part of settling your estate.

Tasks

Plan for the Future