A practical guide to building and maintaining an estate planning binder - what to include, how to secure both physical and digital records, and when to update them.
Estate Planning Binders
Estate Planning Organizer
A modern estate planning organizer keeps legal papers, property records, improvement receipts, and digital account access secure and up to date so your home and assets transfer smoothly.
Laptop Wireless Internet Access
Practical, up-to-date steps to protect your laptop on public Wi-Fi: use strong sign-in and disk encryption, prefer WPA2/WPA3 networks, use a VPN, enable firewalls, keep software updated, and adopt cautious habits.
Identity Theft Shield
Modern identity-protection "shields" combine firewalls, anti-malware and monitoring to reduce exposure to identity theft. Use layered defenses - updates, MFA, password managers, and monitoring - to detect and limit damage.