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Personal Plan

This section of the website is dedicated to your “Personal Plan”. It is a thoughtful and vital step in planning for the future. Your commitment to gathering and organizing this information is a testament to your love and concern for your loved ones.

Personal Property

Welcome to the ‘Personal Property’ page, a comprehensive guide to help you plan and organize lists of your valuable possessions and important documents. In the fast-paced world we live in, it’s essential to keep track of your personal property, ranging from tangible assets like real estate and jewelry to crucial documents such as birth certificates, marriage licenses, and military service records.

Financial Affairs

Maintaining a well-organized record of these financial accounts and considerations is crucial to ensure a smooth transition for your beneficiaries. Regularly update this information as circumstances change, and communicate your intentions and wishes clearly to your loved ones.

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What Happens the Day After You Die? 3 must have legal documents

Easy to Access

The most important thing to have in a plan is accessibility. You need portable storage so you can access it from multiple locations at any time of day or night! It may be helpful if the file was saved digitally on one secure server rather than paper-based files which could get lost or damaged. A digital copy will make sure it’s recoverable should information ever come into question later down the road. And, very important, this would help make sure that whatever happens even years later is legally dated for the most up-to-date documentation and readily accessible.

Shareable

Your personal affairs should be openly shared so that upon your death, your final wishes are carried out. Be sure that your information is encrypted for reading only. Your designated executor may have editorial access to make changes as you authorize. This should include safeguards such as date stamps each time a change is made and electronic signatures for your use as proof of permission.

Safe & Secure

The best way to protect your personal information is by making sure that it’s secure and only accessible when needed. Make certain the location where this data will live has all of these security features, like firewalls or encryption software for example!

Welcome To

Aging Takes Planning

About Me

Personal Plan

Personal Property

Financial Affairs

Resources

What Your Plan Should Be

Easy to Access

Shareable

Safe & Secure

What Your Plan Should Be

Easy to Access

Shareable

Safe & Secure

What Happens the Day After You Die?