September 15, 2020 3 minute to read ∙ 600 words

Advice for Estate Planning Clients on Organizing Personal Information

By Michael Goldblatt

Organizing personal information is frequently overlooked in life and estate planning. Organizers gather information and documents together for easy access in case of disability or death. Organizers also help advisors and families avoid a paper chase in case of a disaster, emergency, or health crisis. This article has tips you can pass along to your estate planning clients to help them organize their personal information and resources to prepare for the unexpected.

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