Estate Planning

What questions come to mind when you think about preparing for a last will?

Are you ready to meet an estate planner?  Do you have an outline prepared with a list of your expectations?  We all know that time is money, likewise, being prepared to meet with an estate planner will save them time and could save you money. A few topics to consider are: have you thought about the guardians you will appoint for your children? Or would personal instructions covering values, education, nutrition, religion and more put your mind at ease? During an incapacitation or upon your passing will those handling your financial matters know where to locate your accounts?

The Gaps

This outline is a wonderful compliment to any estate plan

Whether you have yet to plan or already have created an estate plan, these pages fill in the gaps left by many legal documents. An attorney-prepared estate plan or online-prepared documents may include an asset and liability checklist, but rarely includes:

Computer passwords Relevant medical history Medical content information Work contact information Personal information about you for future generations

These topics and many more are covered in our easy-to-modify Estate Director available for download in various forms of MS Word and OpenOffice.