Getting Started

Digital storage

Digital Storage We are increasingly relying on digital access and storage to manage our lives. It’s important for everyone involved in your estate to accept this and be knowledgeable about digital assets and how to manage them. As you begin to organize this digital information, remember the many websites where you’ve left a digital footprint […]

The Old-fashioned Way

The Old-Fashioned Way Although we are trending toward a paperless society, much of your life is probably on paper. Storing paper documents, personal information such as birth certificates, marriage certificates, Social Security cards, military records, receipts and bills, vaccination records, and other files requires a lot of space and keeping them organized is a major […]

Options for Storing Documents, Information, and Files

Options for Storing Documents, Information, and Files Resources State-specific Digital Estate Planning Laws. everplans website. General References Digital Cheat Sheet: How To Create A Digital Estate Plan. everplans website. Accessed: September 29, 2022. Digital Estate Planning: How To Organize All Your Digital Property and Assets. everplans website. Accessed: September 29, 2022. Estate planning for the […]

Start the Process

Start the Process Make a List of and Organize All of These References Checklist: Documents To Organize And Share. everplans website. Accessed: September 29, 2022. Digital Cheat Sheet: How To Create A Digital Estate Plan. everplans website. Accessed: September 29, 2022.

Finding a Financial Advisor/CPA and/or Attorney

Finding a Financial Advisor/CPA and/or Attorney While you can find information about how to do end of life planning from many sources, including Plan for Passing On, it cannot be construed as professional advice. You can also download most of the relevant documents, your situation may be too complex to go it alone. Do It Yourself […]

Start Planning Early

Start Planning Early Finding a Financial Advisor/CPA and/or Attorney Start the Process