Organizing your Documents

Consider this idea for storing and organizing your Will and other important legal documents

A "fireproof" or fire "resistant" filing cabinet is a good option to store a Trust, Will, healthcare and financial power of attorney (POA) documents, advance directives, and other important documents that are essential in an emergency. Below you will find a printable file with 100+ tabs that will help catagorize your documents. When time is of the essence this filing system may help you and your loved ones find your documents with ease. Instructions:

  • Print on card Stock.
  • Cut along the indicated lines.
  • Fold along the other indicated lines.
  • Attach to a hanging file.
My Estate Planning Folder
Consider the following idea for preparing your documents for an emergency

In case of a medical emergency, having your healthcare and financial power of attorney (POA) documents and advance directives together, protected and handy is important. A 2 pocket folder with fasteners may be a good solution to consider. Place your POAs and Advance Directives in the folder pockets and store the folder in your filing cabinet. You might find printing some or all of these other "My Estate Planning Folder" documents and section dividers helpful for you or your loved ones.

  • Estate planning Information.
  • Estate planning Document Preparation.
  • Estate planning possibly Fiduciary Representation.