Dave recommends finding a place to house all of your important documents for your loved ones when you pass. If you've listened to Dave for any amount of time, you've heard him talk about the legacy drawer. Check out this article from our website to learn more about what documents should be a part of your legacy drawer.
We live in an increasingly digital world so it might make sense to have a digital version of your legacy drawer. There are many to choose from online so do plenty of research before deciding if this is best for you and your family.
If you choose to create a digital vault, just remember you must always retain the original notarized copy of your will and other documents like powers of attorney. Most likely those are physical documents so you should keep those in a safe, physical location as most courts require the original document to be filed when probate is opened.
Regardless of whether your legacy drawer is physical or digital, make sure you include the most up-to-date version of your will (signed and witnessed), estate plans, insurance policies, bank account details and passwords, tax returns, funeral instructions, and anything else you think your family will need to know.
Ready to create your legacy drawer? Get started by creating your will and powers of attorney in 20 minutes online.