At this point you’ve probably cleaned out your closets and garage or tackled that home improvement project you’ve been wanting to do since you moved into your home. Maybe you’ve even made banana bread, Dalgona whipped coffee or watched Tiger King and all three seasons of Ozark. But what have you done to ensure your personal and family organization? One of the most important DIY projects that has been overlooked is the compilation, organization and maintenance of your important documents and records.
There is no better time than now to get your financial and estate planning documents in order!
Some of the information you should organize and compile is:
Contact Information: Create a list of all of the important people in your life (including their contact information). This list can include people like your attorney, your CPA, your named Executors and Trustees, your