Having your documents in order is one thing. Making sure they can be found when they’re needed most — that’s the next step. Whether digital or physical, organizing your paperwork in a clear and accessible way is a gift to the people you care about.

We recommend preparing:

• A centralized place to store your most important documents
  (e.g., Advance Directive, Will, Power of Attorney, Insurance, IDs)
• Clear instructions for where to find them (and who to contact)
• Backup systems — physical folders, cloud-based vaults, or secure apps
• Sharing your plan with someone you trust

A great plan is only useful if it can be found — and followed.