The Family Master Index
What to include — and what never to include — in the one page your family will reach for first.
Resources
Learn, then take the next step
Naming your document files
A simple convention: YYYY-MM-DD_DocumentType_Name.
Originals vs. copies
Uploading a document does not change its legal validity. Always record where originals live.
Quarterly continuity review
January, April, July, October: a short check-in on accounts, beneficiaries, and contacts.
Educational information only — not legal advice. Legal content is pending attorney review. Requirements vary by state.