Print, sign, store

A plan is only useful if the family knows how to execute it, where originals live, and who gets copies.

Helpful progress

0 of 6 execution areas captured

Texas execution still depends on properly signed paper documents. Scans are useful for the vault, but the original paper will remains critical.

Signing planWhere and when signing should happen, who should attend, and whether an attorney should supervise.Witness and notary planTwo disinterested witnesses where needed, notary availability, government ID, and no signing ahead of time.Original document storageWhere the original paper will and signed documents will live. The executor needs to know this location.Copies and agent accessWho should receive copies: executor, financial agent, medical agent, attorney, doctors, or trusted family.Vault upload planWhich signed scans, account lists, insurance files, deeds, and instruction memos should be uploaded later.Next review dateAnnual review date or event triggers: health change, death of agent, new house, divorce, business sale, or move.

Plan owner privately confirmedThe plan owner understands documents are not effective until properly signed, witnessed, notarized where needed, and stored.

Preview packet