Digital Planning for Your Parents

As our parents age, planning for their future needs is essential. One practical strategy is to start a file with all their important papers. This can include wills, medical directives, insurance policies, and financial information. Most families are spread out in different locations, with important legal, financial, and medical documents splintered between filing cabinets and digital storage. And as digital family information grows in volume, it's increasingly stored in separate places.

By organizing these documents now, you'll be better prepared when the time comes to assist your parents.  With this system, you can easily set up your account, invite collaborators such as financial advisors, accountants, or family members, send secure links to share important documents and manage your parents’ with the Family Operating System®.

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