Guides ยท Finance
Estate Planning Folder Basics
Organize essentials for your estate
This guide explains creating an estate folder with legal documents, contacts, asset lists, and digital access notes, plus how to keep it secure and updated.
- estate planning
- will
- trust
- digital assets
- documents
Gather core documents
Include will, POA, healthcare directives, and beneficiary designations.
List assets and accounts
Document accounts, policies, debts, and key contacts like attorney and executor.
Handle digital access
Provide instructions for password manager or recovery methods; avoid writing passwords in plain text.
Store securely
Keep copies in a fire-safe box and with a trusted person; review annually for updates.