Our Weekly Tip: Keep Important Documents Organized to Aid in Estate Planning

Credit: www.urmark.com

Our Tip of the Week: Oftentimes we have a tendency to toss our documents and assets in a variety of different places/folders/boxes around our house. Our tip is to keep all of these papers in one spot, and to make a list of them for your family.  This makes it easier for your family (and you!) to access and find them if necessary.

How-to Suggestion: Take an afternoon to gather all of your important documents. This should include your birth, marriage and death certificates, and any important financial records (stock certificates, retirement account statements, insurance info, etc.). Then write a list to give to your family and let someone know where your papers will be stored. On this note – make sure your executor has the names of your attorney, accountant, stockbroker and any other advisers.