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Financial Independence2 hrmedium

Organize Your Essential Documents

If something happened to you tomorrow, could the person who needs to sort it out find anything?

Worth +8 to Financial

0 / 5 steps

The steps

  1. Step 1

    Gather deeds, titles, insurance policies, wills and account lists

  2. Step 2

    Scan them and keep an encrypted copy somewhere off-site

  3. Step 3

    Put the originals in one fireproof place

  4. Step 4

    Write a single page saying what exists and where it is

  5. Step 5

    Tell one person you trust where that page lives