DERIGO- Next Of Kin
Step 9: Upload Tax Documents
Upload your most recent tax returns (1040, state filings, etc.) to support financial and estate planning.
Gentle Reminder:
Upload your recent tax documents to help your family clearly understand your financial standing including whether taxes are owed or refunds are due. Having these records in one place can help avoid confusion, simplify estate settlement, and prevent delays with the IRS or other financial matters.
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Upload or Drag Completed Template and Additional Documents Into Your Private Vault.
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Disclaimer: Derigo is not a law firm, and we do not provide legal, tax, or financial advice. The tools, resources, and information available through this platform are intended for general informational and organizational purposes only and are not a substitute for professional legal counsel. No attorney-client relationship is created by using Derigo. We encourage you to consult with a licensed attorney, financial planner/ advisor, or tax professional for personalized advice and services related to estate planning or other legal matters.