What Should Be In Your Estate Planning Binder? (Part 2 – Financial Information)

2025-02-05T07:20:51+00:00February 5th, 2025|Tags: , , , |

In case of your death or disability, your trustee, executor, or financial agent needs to know where your assets are so they can take action to secure those assets and use them for your care.  If you have your financial documents stored digitally, your financial agents need to have access to that information.  Writing down [...]