by Diane D. Hastert
Everyday life is complicated. When we are incapacitated or die, someone has to unravel the puzzles we have created. It can be heartbreaking, time consuming and expensive. This is how to avoid the disarray.
First, everyone should have current, appropriate estate documents. These may include wills, trusts, durable powers of attorney, and advanced health care directives.
Second, if you complete the following checklist, you will save those responsible for sorting the fragments of your life countless hours. We recommend: (1) this information be stored only in a single hard copy or on a flash drive kept in a safe deposit box or other secure storage; and (2) you place a letter in your files in your attorney’s office stating where the information is located and how it can be accessed. The information should be updated periodically. This checklist is also available in electronic format on our website. You can download and use it as a template. I have actually compiled this information, and having it organized affords tremendous peace of mind.
Download the checklist here, or below.
For more, contact Diane at 808-531-8031 or firstname.lastname@example.org.