Wealth Preservation · Authority Guide
The Preservation Document System
Documents preserve wealth as much as strategy. Resilient households maintain a single, current set of documents accessible to both spouses.
Executive summary
Documents preserve wealth as much as strategy. Resilient households maintain a single, current set of documents accessible to both spouses.
- Will + trust
- Power of attorney + healthcare directive
- Beneficiary spreadsheet
Key takeaways
- Will + trust
- Power of attorney + healthcare directive
- Beneficiary spreadsheet
- Account inventory + access list
Key strategies
Strategy 1
Will + trust
Strategy 2
Power of attorney + healthcare directive
Strategy 3
Beneficiary spreadsheet
Strategy 4
Account inventory + access list
Pro-tips checklist
- Review every 3 years
- Test access annually with both spouses
FAQ
Where should these documents live?
Encrypted cloud + physical safe + attorney copy.