It is important that when you put together your estate planning documents, you think about how easy it will be for your loved ones to find these documents and to be able to take action based on them. The last thing that you want is for your loved ones to have to go through a grief-stricken search for the most important paperwork to help start your estate and prepare your memorial or funeral process. 

One of the most tedious and yet critical tasks of administering an estate or a trust is finding the estate planning documents and asset information. All too often spouses and children don’t know where to start and have to spin their wheels looking for the information they need.

Thankfully, you can do your due diligence with estate planning and help them to avoid this process by making it simple for them. Don’t make them wait a month for account statements to show up in the mail or dig underneath your mattress to find documents or keys to your safety deposit box.

Make sure that your personal and financial data is properly organized and having a list of all of your assets and liabilities can be an important first step in this process. Schedule a consultation today with an estate planning attorney who has extensive experience in helping you today and your loved ones in the future.