It’s important to have your estate planning documents and other important papers kept in a safe, accessible place. This will allow your loved ones to get the information that is needed after your death, or during an emergency. It’s a good idea to take the time to organize all of your information as soon as possible, so that you’re always prepared and to lessen the stress and burden on loved ones. Take a look at the following information, to better understand this need. If you have any questions, or if you’d like to review your estate planning documents, contact an estate planning attorney.
Without the right documents in place, it can be hard for your loved ones to handle your affairs during your time of need. If you’re taking the time to organize all of your important documents, take a look at the following information. You should collect the following:
- Estate planning documents
- Other legal documents
- Real estate deeds
- Life insurance policies
- Retirement account statements
- Bank account statements
- Business documents
- Bill account statements
- Vehicle titles
- Tax returns
- Complete updated list of all user names, passwords, and PINs
All of these documents will be useful to your loved ones. It will allow them to easily handle your affairs. If you choose not to organize all of your important documents, it may take a lot longer for your affairs to be handled. Additionally, your wishes may not be respected if the information isn’t readily available. Taking the time to carefully organize your documents is well worth the added effort.
Consider storing all of your documentation in a safe place such as your home office desk drawer. This will keep your documents from being damaged and can avoid theft; be sure to let loved ones know where you keep them. You may also consider keeping copies of important documents at a loved ones home.
If you have any questions, or if you’d like advice on organizing your estate planning documents, consult with a qualified estate planning attorney.
Michael Robinson, Estate Planning Attorney
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