How to Prepare, Organize and Store Estate-Planning Documents

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The Street

By Jeanette Pavini The chief customer officer at Trustworthy and author of “What Matters Most” offers insight on how to prepare documents for those “what-if” moments. I have covered consumer news for over two decades and understanding estate planning is an important topic that always needs to be covered and continually updated. Trying to understanding the different types of estate planning options and the must-haves of important documents can get confusing. I have dealt with probates, people who do not have the proper documents in place and others who don’t remember where their documents are. …

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