Task 8 of 17

Create and keep up with a record-keeping system

Part of: Plan Your Own Estate Now

Having organized records can help the executor of your estate. If you do not already keep important information about your accounts, insurance, investments, home, etc., you should start doing so now. With each passing month, you should be sure paperwork is properly filed away.

It is also often a good idea to give a copy of this list to an attorney, accountant, or financial planner with whom you do business.

Previous Task Back to Plan Next Task

This feature isn't included in your free plan.

Upgrade your plan to unlock every feature.

Pro Plan

$8 per month*

Access to 100+ step custom plan
Track progress in completing your duties
Create and manage personal property inventory
Create and manage financial asset inventory
Access executor forms and templates
Discounted legal services
Save on tools to manage online accounts
Priority 24/7 customer support

*Billed yearly at $96. Cost is typically reimbursable by the estate.