Steps to Take After Drafting An Estate Plan

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In order to ensure that your family and friends aren’t left scrambling to track down important items, people and papers, my first suggestion may be obvious: talk to them and ensure that they understand your wishes and what is important to you. Aside from those necessary conversations, I typically suggest also taking some time to pull all of that information together in one spot so that it can be easily found when it’s needed. I use this estate planning information organizer in my own practice because of its clarity and simplicity, but any type of organization that works for you is great- whether that be a letter, list or folder containing important names and documents. When gathering information, think about all of the people, places and things that would be important for your family or personal representative to know about.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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