Download the Document Storage Plan Worksheet™ and create a simple, secure plan for storing your estate, financial, legal, and emergency documents in one easy-to-follow system.
If something happened tomorrow, would the right people know where to find everything?
Most families do not struggle because documents are missing. They struggle because no one knows where they are, which versions are current, or who has access.
When critical paperwork is scattered across drawers, filing cabinets, cloud drives, email accounts, safe deposit boxes, and attorney offices, even a well-prepared family can feel overwhelmed.
This free guide gives you a practical way to organize the documents that matter most, record where they are stored, build a backup plan, and note who should be able to access them when needed.
Even the most thoughtful estate plan can fall short if important documents aren’t organized and accessible when they’re needed most.
In moments of stress, grief, or uncertainty, loved ones shouldn’t have to search for paperwork or guess where critical information is stored.
Reduce confusion for your spouse, children, executor, or trusted decision-makers.
Make sure your essential documents are easier to locate in a crisis.
Build a more complete and reliable storage system.
Identify gaps in your current organization system.
Create a simple action plan for what needs to be updated next.
Feel more confident knowing your plan is documented and accessible.
The best time to organize your important documents is before your family needs them urgently.
This worksheet makes it easier to take action now, while you have the time and clarity to do it right.
This worksheet walks you step by step through the most important pieces of your document storage plan, including:
Estate and legal documents like wills, trusts, powers of attorney, advance directives, HIPAA releases, and guardianship nominations
Financial and property documents like bank and investment statements, retirement account information, life insurance policies, deeds, titles, and loan documents
Personal and emergency documents like Social Security cards, birth and marriage certificates, passports, medical records, emergency contacts, and password storage
Your primary storage choices, such as a fireproof safe, safety deposit box, filing cabinet, encrypted drive, or cloud storage
Your backup storage and redundancy plan, so your documents remain accessible in an emergency
A list of authorized individuals and how they can access what they need
A review and update schedule so your plan stays current over time
Start organizing your most important legal, financial, and personal documents with a simple worksheet you can complete at your own pace.
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Fill out the form below to download your free Document Storage Plan Worksheet™ and take the first step toward a more organized, secure strategy for your most important documents.
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This worksheet is a guide designed to help you get organized and prepare for what’s ahead. Once you’ve identified what you have, where it’s stored, and what still needs attention, you’ll be in a much better position to make informed decisions.
Want to discuss this with an estate planning expert? Schedule a complimentary Estate Planning meeting with a fiduciary CERTIFIED FINANCIAL PLANNER® today.
