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Estate Planning Tips

I'm not getting any younger and wanted to make my passing as easy as I could paperwork wise. I have gathered and organized everything I could into a special colored folder and my daughter has a copy of it all, and she and my husband know the color of the folder in my desk, as I do not keep it out in the open.

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I included:

All of these so she can notify/cancel. She is also on our bank accounts, and has the logins so she can transfer any money if something happens as she lives in another state. I tried to think of everything I could so I would not leave anything to chance. I wanted my daughter and/or my husband to be able to immediately take over things without any difficulty. I go through it every so often and make sure it is all up to date. It does offer peace of mind knoing that when my time comes, all is ready to be taken over.

By Marti S.

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Working in a law firm for many years in the estate planning and probate departments, I found that few people actually plan very little, if at all, for the future when it comes to their death.

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September 2, 2005

Write down on paper all the information needed if you pass away unexpectedly or expectedly, and leave with a very reliable person. I have one copy with my file in my attorney's office for quick retrieval.

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Budget & Finance BudgetFebruary 21, 2012
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