Keep Your Estate Plan Documents Organized

Once you take the time to create an effective estate plan, it is important to make sure that you keep all of your documents organized and available to your trusted helpers. This will make it easier for you to reference your legal plan at any time. This will also help to make sure that your loved ones are able to locate your planning documents in the future.

Consider the below tips when organizing your estate planning documents.

• Keep all of your legal documents in a safe place. It is a good idea to store documents in a location that is free of fire, water damage or theft. This will help to make sure that your documents are not damaged.
• Give copies of your estate planning documents to your loved ones. This will allow you to have extra copies in case your originals are ever damaged. This is also a great way to make sure that your loved ones have your documents in case anything ever happens. Having your documents readily available can save your loved ones time and added stress.
• Keep a list of important contact information with all copies of your estate plan documents. This includes a list of people who should be notified of your death as well as your attorneys contact information. This will serve as an instructional guide for your loved ones.
• Keep a list of important usernames, passwords and account numbers with all copies of your documents. Without this information, your loved ones may be unable to cancel certain accounts or get important account information during your disability or after your death.

 

It is important to have an estate plan. It is just as important to make sure that all of your documents are organized and available to you and your helpers.

If you have any questions about the need to organize your estate plan, consult with a qualified estate planning attorney.