Be Prepared!

Life’s emergency situations require advance preparation and planning. The first step is organizing your papers and communicating with appropriate individuals. Do you have an appropriate place for each document? Have you told anyone else where you keep your vital information? Many situations require that you take action now to avoid financial problems later.

When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize—and the list of to-dos can quickly become overwhelming. But our ultimate planning checklist will help you get organized painlessly.