Matt Hinz, Senior Wealth Advisor, and Jon Read, Senior Wealth Advisor, discuss the importance of maintaining a disaster file when it comes to estate planning.
September 25, 2024
Disaster File
Key Takeaways
- A disaster file contains all of the information a loved one might need to reference about you in an emergency – key contacts, accounts, passwords, etc.
- Though you can keep a digital backup of your disaster file, always maintain a physical version that’s stored in a safe place, such as a fireproof safe or safety deposit box.
- No matter your age, you should have a disaster file put together as part of your planning.
