Estate Planning and Probate: Make Sure Your Documents Are Safe!

By December 10, 2015No Comments
If you become disabled or die, loved ones are just a click away from the financial and estate-plan information they need.

Of course, you can store your paper documents in boxes, file cabinets and safe deposit boxes — and hope family members can sort everything out during a crisis. These Web sites can make life for your loved ones easier. Depending on the site, you can collect and upload wills, deeds, health care directives and powers of attorney. You also can store passwords, financial-account information and the names of your advisers. And you can leave instructions for your funeral.

All of these sites are encrypted for safety. You name two or three people who have full or partial access to information. You can provide full access to a spouse, let’s say, while limiting an adult child’s access to certain sections. And you can specify under what conditions someone gets your information — such as after you die or become incapacitated.

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