Estate Planning Checklist

While making a will and other estate planning strategies are very important steps to take, many people overlook the practical issue of organizing this information in a way that will help your family handle your affairs after your death. It isn't enough simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and organize your information and documents so that others can easily locate them.

Estate Planning Checklist: Prepare Your Affairs for Your Heirswill inspire you to actually get down to work, organizing those things that you've promised yourself you'd get around to, "one day." Millions of dollars in life insurance policies, bank accounts and safe deposit boxes go unclaimed because heirs are unaware that those assets exist. Your executor can rely on this record to avoid leaving assets unclaimed. In addition, this information will reduce the lawyer's time and fees when settling your estate.

Estate Planning Checklist: Prepare Your Affairs for Your Heirsis designed to help you assemble all your vital documentation and information in one simple, easy-to-access format. This step-by-step checklist ensures that your have accounted for all of your important documents and information, that your loved ones know how and where to access them, and that your wishes for a funeral or memorial service are clearly communicated. Many people assume that when they die, their family will know what specific funeral plans to make. But under the stress of making difficult choices in an emotional situation, family members can disagree or feel guilty about making wrong last-minute decisions. How will your heirs know that they have taken care of all your personal affairs according to your wishes if you haven't written everything down? Your family will have peace of mind knowing that they are making the right decisions, strengthening their ability to cope with your death.

Estate Planning Checklist: Prepare Your Affairs for Your Heirs is a practical and meaningful guide for all who desire to leave a clear legacy for their loved ones. In short, it is one of the most comprehensive, relevant estate planning tools available!