Get all of your documents in one place
If you were to pass away or become incapacitated, your loved ones may be responsible for making decisions about your health or estate. During a time of emotional distress or grieving, it is difficult to think about money and how to find critical documents to move forward with plans. That’s why it’s important to get your documents into one centralized place. By doing so, you are not only ensuring your wishes are understood, but also are planning to help loved ones make financial arrangements in your absence.
Once you are ready, be sure to tell your loved ones where to find your documents and provide them with password information or permission to access to your safe deposit box, if necessary.