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Why Document Organization Is Important for Your Estate Plan

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Planning your legacy can be complex. It’s important to look at all the different factors including your digital legacy. Keeping your documents organized will help the key people in your life gain access to important information after you pass. This infographic shows you some of the advantages keeping organized can have for your estate plan.
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mailto:?subject=Why%20Document%20Organization%20Is%20Important%20for%20Your%20Estate%20Plan&body=Planning%20your%20legacy%20can%20be%20complex.%20It%E2%80%99s%20important%20to%20look%20at%20all%20the%20different%20factors%20including%20your%20digital%20legacy.%20Keeping%20your%20documents%20organized%20will%20help%20the%20key%20people%20in%20your%20life%20gain%20access%20to%20important%20information%20after%20you%20pass.%20This%20infographic%20shows%20you%20some%20of%20the%20advantages%20keeping%20organized%20can%20have%20for%20your%20estate%20plan.%0A%0Ahttps%3A%2F%2Fwww.heyadvisor.ca%2Fcontent%2F
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mailto:?subject=Why%20Document%20Organization%20Is%20Important%20for%20Your%20Estate%20Plan&body=Planning%20your%20legacy%20can%20be%20complex.%20It%E2%80%99s%20important%20to%20look%20at%20all%20the%20different%20factors%20including%20your%20digital%20legacy.%20Keeping%20your%20documents%20organized%20will%20help%20the%20key%20people%20in%20your%20life%20gain%20access%20to%20important%20information%20after%20you%20pass.%20This%20infographic%20shows%20you%20some%20of%20the%20advantages%20keeping%20organized%20can%20have%20for%20your%20estate%20plan.%0A%0Ahttps%3A%2F%2Fwww.heyadvisor.ca%2Fcontent%2F
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Have you thought about your digital legacy? Are your documents organized in a way key people can access them if needed?
#financialadvisor #financialliteracy
 #willplanning
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Planning your legacy can be complex. It’s important to look at all the different factors including your digital legacy. Keeping your documents organized will help the key people in your life gain access to important information after you pass. This infographic shows you some of the advantages keeping organized can have for your estate plan.
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https://www.heyadvisor.ca/content/
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mailto:?subject=Why%20Document%20Organization%20Is%20Important%20for%20Your%20Estate%20Plan&body=Planning%20your%20legacy%20can%20be%20complex.%20It%E2%80%99s%20important%20to%20look%20at%20all%20the%20different%20factors%20including%20your%20digital%20legacy.%20Keeping%20your%20documents%20organized%20will%20help%20the%20key%20people%20in%20your%20life%20gain%20access%20to%20important%20information%20after%20you%20pass.%20This%20infographic%20shows%20you%20some%20of%20the%20advantages%20keeping%20organized%20can%20have%20for%20your%20estate%20plan.%0A%0Ahttps%3A%2F%2Fwww.heyadvisor.ca%2Fcontent%2F
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Have you thought about your digital legacy? Are your documents organized in a way key people can access them if needed?
#financialadvisor #financialliteracy
 #willplanning
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