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Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your personal records and keep them in a safe place that can be accessed by your representative in the event of your death or incapacity. These personal records may be paper files or digital assets/passwords. The National Law Review lists the top ten types of records that you should print or save in digital format. Remember to keep the files in a secure location that is separate from your computer but can be accessed by your representative if needed. The list is as follows:
Read more about each of the above types of records at: http://www.natlawreview.com/article/estate-planning-update-february-2015