Compiling Your Personal Records

March 31, 2015
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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:

  1. Personal Info
  2. Cash/investment accounts and safe deposit boxes
  3. Real estate
  4. Partnerships/closely held business interests
  5. Life insurance and retirement plan assets
  6. Loan/notes
  7. Estate planning documents
  8. Tax records
  9. Digital Files
  10. List of Advisors

Read more about each of the above types of records at:

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