
Who Knows Where Everything Is? Creating an Estate Planning Roadmap for Your Family
Who Knows Where Everything Is? Creating an Estate Planning Roadmap for Your Family
Imagine someone you love suddenly needs to step in and manage your affairs.
Would they know where to start?
They might know you have a will. They might even know the name of your attorney.
But would they know where your original documents are? Which bank holds your accounts? Where your insurance policies are kept? Who manages your investments? How to find information about the house, business, or digital accounts? Do they know if you have a power of attorney?
Creating a strong estate plan is important.
Making sure the right people can actually find what they need is part of the planning too.








