Reasons to Organize and Share Important Documents

After a death, there are a lot of financial and administrative tasks for your family to take care of that can quickly become overwhelming. Your family can end up spending months digging through drawers and file cabinets and waiting for new statements and bills to arrive just so they can figure out what’s going on—and even then, they might not uncover everything.

With some planning and organization you can relieve a big chunk of that burden by helping your family easily settle your estate, pay required taxes, and quickly receive the benefits they are entitled to.

Some of the most valuable administrative things you can do to help your family after you’re gone include:

  • Identify important financial, legal, estate planning, and personal documents and accounts
  • Gather the account paperwork 
  • Gather online account logins and passwords
  • Store these items in a safe, easy-to-find location

To help you get started, we’ve created lists of common types of accounts and documents to be organized, such as:

For a printable checklist of all the documents you might need to collect, use our resource Checklist: Documents to Organize and Share.

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