TIME TO GET ORGANIZED-4

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NEXT -
GATHER ANY ADDITIONAL INFORMATION AND CONTACT DETAILS.

• Notices of assessment for recent tax years
• Business of documents if you own or co-own a business
• Real estate deeds
• List of jewelry, art, collectibles, and other valuables
• List of digital assets (social media accounts, data or digital files, website, subscriptions, etc.) * consider providing passwords to a trusted individual and/or executive
• Advisor
• Accountant
• Lawyer