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Maura Curran, Attorney
Jupiter, FL 33458

Managing Your Important Documents

Even if you have an estate plan in place, it is still important that you organize your other important documents.  This will make it easier for your loved ones to handle your affairs when you are gone.  Below are a few tips for handling your documents:

  • Organize your storage system.  Sort your records and discard any unnecessary paperwork.  You may want to create a separate file for each type of current paperwork, as well as each financial account.
  • Safeguard important records.  All of your original documents that are irreplaceable should be locked in a fire-proof safe or safety deposit box.  This includes items such as your estate planning documents, deeds, vehicle titles, birth or marriage certificates, passports, insurance policies, and other essential records.
  • Separate tax materials.  Preparing for your tax filings can make the process much easier.  Keep a separate file for anything needed for your next tax returns.  When tax time comes, you will have everything in one place.
  • Communicate with professionals.  It is important that you know which documents your attorney, accountant, or other professional advisors keep on file from their dealings with you.
  • Consider online back-up.  There are a variety of websites that allow you to scan and store documents online.  You can also scan and upload documents to a portable, password-protected hard drive.

The above measures may seem extreme, but if you talk to anyone who has had their home burn to the ground or destroyed by a tornado, you will understand how important protecting your documents can be.

If you need assistance with your estate planning or protecting your important documents, contact The Curran Law Firm today.