Having an organized
and documented estate, will not only help your heirs, but can be a valuable
tool for you family if you are incapacitated, and can help you if your
wallet is lost or stolen.
• Collect lawyer, accountant and broker contact information
• Identify investment contacts
• Put together a personal directive of your wishes
• Identify and help you collect and document all areas of your estate
including:
| |
- Will,
trust |
|
| |
- Mortgage, property
titles, contracts |
|
| |
- Bonds, stocks, mutual
funds, bank accounts |
|
| |
- Safety deposit box
and key
|
|
| |
- Insurance policies |
|
| |
- Credit cards, loan
agreements |
|
| |
- Birth
certificates, Marriage license, Divorce decree, prenuptial agreement |
| |
- Collect lawyer, accountant
and broker contact information |
|
| |
- Identify investment
contacts |
| |
- Put together a personal
directive of your wishes |
|
