Monthly Archives

July 2017

10 Easy Steps to Organize Your Estate Documents

By | Articles, Forms | No Comments

Regardless of the size of your estate, it is important to make it easy for your power-of-attorney, executor or trustee and beneficiaries to find all your information.  Here are 10 easy steps to get you started.

  1. Print Estate Document Checklist  
  2. Assemble a binder [digital or physical]
  3. Use the checklist as your table of contents
  4. Create a section for each topic
  5. Describe the location of each item or include a copy of the document
  6. Mark items not applicable [if it doesn’t apply]
  7. Include any special directions
  8. Keep the binder in a secure location
  9. Update on a regular basis
  10. Provide a copy of the binder to a trusted advisor

Read More

Please follow and like us:

Please help us spread the word :)