Articles on Estate Planning

Organizing Your Affairs

Preparing and discussing the distribution of your estate is not easy. However, one of the best things you can do for your family is to have proper estate planning documents in place to help ensure the process will be handled according to your wishes. Establishing and maintaining a list that identifies key information for your survivors or the executor of your estate can significantly simplify and expedite an otherwise likely cumbersome and bewildering process. The following checklist will help you organize needed information in an easily accessible location ( i.e. 3 ring binder with dividers) for your survivors.