“What-if” Planning Blog

Set It and Forget It: 3 Steps to Organizing Your Documents for a Stress-Free Future
Spring cleaning isn’t just for closets—your end-of-life documents need a refresh, too! If your important paperwork is scattered in drawers, on old hard drives, or (gulp) lost in the abyss of your email inbox, it’s time to get organized. In just three easy steps, you can ensure your loved ones have everything they need when they need it most—no scavenger hunt required. Let’s break it down and get your affairs in order!