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Estate Plan Documents: Where are they?

Imagine your loved ones not being able to locate the documents you had prepared to administer your estate? A stressful time just became more challenging. One of the most important things about your estate plan and associated documents is remembering where they are.

Keeping Track
There are three important questions to ask yourself. First, where are your documents? Second, have you told your spouse or family members the location of your documents? Finally, do your documents include the important details such as: account numbers, passwords, names and contact information for advisers and financial institutions.

To Be Clear
An important extra step would be to put together a summary of your estate plan and share it with your family. The summary would outline how your estate plans works and note the location of your documents and how to access them. Here you could include a list of the important details needed to access accounts and financials institutions.

Your Estate Plan
We keep a copy of all estate plans and related documents for our clients. In addition we send reminders to review those documents and make necessary changes. We also provide clients with checklist to help them organize their information into one document to share with family members. Call us if you’d like a copy.

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