Provide further instruction on the locations you’ve established to protect your important documents and valuables. Include information about how to access the keys to safe deposit boxes, combinations to home safes and login information for secure websites. If you haven’t already invested in secure locations for key valuables, we recommend you consult your attorney and/or insurance agent about what is required or recommended based on state law and best practices. A home safe isn’t as secure as a safe deposit box; however, it may be good for replaceable items you need access to immediately, such as a passport or originals of your powers of attorney to authorize others to make decisions on your behalf.

Selection criterion: does it spark joy?
Wow! I just completed a huge home organizing project in my home. I read “the life-changing
Moving Parents to a Retirement Community
I remember the day that my folks and I made the decision it was time to consider a retirement
I lost my wallet or purse, now what?
Have you ever lost your purse or lost your wallet? Losing your purse or wallet is stressful
Funeral Planning Checklist: What You Need
Preparing important details for your funeral in advance is an excellent final way to say, “I

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Download Your Personal Planning Checklist. This checklist will outline some of the many elements you should consider in your Plan My Affairs Plan.
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