Question
Which documents and information should I prepare for estate planning?
Answer
You can start by creating a clear overview of:
Finances (bank accounts, investments, pensions)
Insurance policies (life, home, health, funeral)
Mortgages and property deeds
Digital assets (online accounts, passwords, cryptocurrencies)
Also record your personal wishes — such as inheritance distribution, funeral preferences, and charitable donations.
👉 See details in our blog: Getting Started with Estate Planning
