Intro to Estate Planning Resources & Tools
A simple plan is better than no plan! Get to know a few free and low-cost resources that make it simple to plan your estate.
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Decide what documents need to be digitized so that you can feel confident the right people can access them. Scan your documents with your phone. Storing these sensitive documents locally as a temporary solution is OK, but ultimately, you’ll want them in a more secure digital location, such as a digital vault.
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