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This is a FREE organizational tool - not legal advice or a secure vault. We don't store your data on any servers. Everything stays on YOUR device. This is simply a digital notepad to organize information. Always consult an attorney for legal documents and estate planning.
For the surviving family member - check off as you complete each step:
Check the accounts that need to be addressed:
Note where important documents can be found:
Recurring dates the family needs to remember:
Monthly services and how to manage them:
Additional information your family should know: