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How To Best Organize All Your Estate Planning Legal Documents

  • Published: July 27, 2021
How To Best Organize All Your Estate Planning Legal Documents

Your legal and estate planning documents are some of the most important things that you have and should be kept up to date and organized. It can be hard to determine how to best organize these documents but with a bit of help, you can get your documents in perfect order.

Why Organize Your Estate Planning Documents?

When someone passes away the last thing that anyone wants to do is spend hours upon hours trying to sort through your estate planning documents. It can be hard to focus, it can be difficult to stay on task and find the documents you need, and it can be hard to find what you are looking for. An Orange County estate planning lawyer can help you get all the documents that you need and can help you find out how to best organize them.

When storing your documents, storing by type and date is typically the best way to organize your estate planning documents. You should take the time to organize important documents like wills, trusts, and other estate documents first by type, then by date within the same section. This helps make finding what you need quickly and easily. Your Anaheim estate planning lawyer can help you to get your documents printed out and properly stored.

How To Store Documents

The best way to store this type of very important document is to take them either to your law office where you have done your estate planning Anaheim, or to the law office that is handling it. You can also save these documents in a lock box at the bank or even in a fireproof box in your home to keep them close by.

Keeping copies is also important. You do need to keep several copies of each document so that you can be certain that you are going to have what you need. We also recommend keeping a digital copy on a safe source, password protected.  Contact Katje Law Group today to start your estate planning.

September Katje, Esq.

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What Makes Attorney September Katje Uniquely Qualified To Represent You?

Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean’s Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.

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