How-to Store Your Documents

End of Life Management Toolkit #8 | by Team Passare and Y Colaborative

A common question people have after writing a Will, creating an Estate Plan, or establishing an Advance Healthcare Directive (AHD), is: How do you store your documents? It's important to store your documents safely because official documents like these are full of invaluable personal information, and it needs a safe, secure storage space.

Since these documents are the key to your daily life, and your loved ones’ inheritance, it is important to understand how to store your documents and establish proper access privileges to keep your most important documents protected. You will need a “key” or “road map” so that the individual(s) you choose to allow to read and retrieve this important information can clearly understand your wishes.

When you store your documents, you may have a combination of paper and digital assets, so a plan to keep both secure is important. Digital assets include online account information, social media accounts, bank information, photographs and videos, and more.

Passare™ and Y Collaborative™ have teamed up to present the best recommendations for how to store your documents.

You will learn

1. What Types of Legal Documents to Store

2. How to Store and Access Your Will

3. How to Store the AHD and DNR Forms

4. How to Store and Access Your Life Insurance

5. How to Store and Access Your Digital Assets

6. What are IMportant Estate Plan Documents

7. How to Copy and Store Your Documents

The eBook includes:

A. My Basic Information Checklist

B. Store Your Documents Checklist

Estimated Time Required:

20 to 30 minutes

 

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