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#estateplanning — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #estateplanning, aggregated by home.social.

  1. Your family needs your email address, the phone number for sign-in codes, and how to reach your cloud storage. Write these down now so they're not locked out later.

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    #caregiving #estateplanning #aging

  2. When a client dies, their family hunts for accounts across banks, insurers and employers. A trail saves weeks of searching. You can refer clients to organize once, name keyholders, and let their family reach everything in order.

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    #caregiving #estateplanning #aging