You have completed your estate plan!
Now that you have completed your estate plan, be sure to save all the documents to a safe place on your computer. This allows you to access and update your documents at any time in the future.
Print all your completed documents and store them in a safe place. We recommend inserting them into a three ring binder for easy access. To obtain a high quality estate planning binder with pre-printed labels, simply refer three friends to Your Legacy Lives, and we’ll send you on!
Refer to your checklist for which documents need to be notarized. You can nd a notary public to notarize your documents by visiting the California Secretary of State’s O ce’s website, searching online, or contact- ing a legal document assistant near you.