How to Organize Your Financial Paperwork for Your Heirs

How to Organize Your Financial Paperwork for Your Heirs
Make life easier for your loved ones. Dreamstime/TCA
Tribune News Service
Updated:
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By Ella Vincent From Kiplinger’s Personal Finance

Even if your estate plan is in order, it won’t be of much help to your heirs if they can’t locate important documents when you’re no longer around. Organizing your financial and estate-planning documents—and letting your family know where you’ve stored them—will make it easier for your loved ones to care for you if you become incapacitated, and it will smooth the process of settling your estate after you’re gone. Plus, while you’re still alive, you’ll be able to quickly track down paperwork when you need it.