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Ways to Maintain Your Financial and Legal Information

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Once you've collected all your financial and legal information, you can put it in a format that works best for you and your loved ones.

  • File folders are an easy way to start. Many office supply stores sell boxes with hanging folders inside. As you gather your information, you can use different colored folders for bank accounts, property, and insurance.
  • Three-ring binders allow you to create a separate binder for each topic.

No matter how you store your financial and legal information, the important thing is to make sure it's up-to-date and accurate. Putting all the information in one place can make it easier for others to help you if you need it. It can also help you make sure that everything is done exactly as you would like.


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