Six Tips for Organizing Your Records

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers?


You may have your records organized in a way that works for you, but imagine what your loved ones would face if you weren’t around to show them where everything is. This is why an important part of legacy planning is organizing your files so the people closest to you can access them and we have provided an article to help you with exactly that, organizing. If you have any further questions, please don't hesitate to reach out, as our team is ready to get you on the right track and GET ORGANIZED!

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