4. Organize Your Documents
The last 2 years of tax returns, marriage and birth certificates, insurance policies, wills, and health care proxies are a few of the things both partners need to know where to find.
It's best to designate a specific place for them. You can either store your estate plan and other important documents in your attorney's office or select a fireproof place—such as a bank safety deposit box—that someone close to you can access in an emergency. You can also use secure virtual safes like FidSafe to store copies of important documents and other information, such as passwords, financial statements, and wills.