Most of us would rather avoid thinking about the possibility of health issues, accidents, other problems that might happen, or even death. So proactively preparing for these things is easy to postpone. However, a little bit of time spent planning can save you and/or your loved ones a lot of pain and suffering.
Having your files and household records organized is the first step. The next step is planning your estate, and organizing all the information so that everything is in order. No matter how simple a life you lead, it’s can be surprising how many details there can be. This is a financial goal that will provide peace of mind for you in knowing your wishes are carried out, and one that loved ones will much appreciate.
- Print out this Executor Information form (doc) and fill out the information about locations of all important documents and necessary contacts. This Extension Service form (pdf) is very helpful as well.
- Gather together as many important documents as you can, and consider keeping them in a locked fireproof file box or safe deposit box.
- Review this Executor’s Resource checklist (pdf) to be sure you’ve covered everything.
- Share this document with those who will need it.
More reading:
- 8 ways to leave a mess for your heirs from MSN Money
- getfreelegalforms.com executor checklist
- http://www.elderlawanswers.com/Elder_Info/Elder_Article.asp?id=703
Filed under: goals
