Wills

When you die, your loved ones will have many things to worry about that you may not have discussed in your will. Thus, it is important for you to consider the following prior to your death:

  • Do you want a funeral? If so, how do you want it conducted?
  • Whom do you want notified about your death?
  • Did you have a will or trust prepared? If so, where is the original?
  • Do you have any life insurance policies or retirement accounts?
  • What banks do you have accounts with?
  • Where are the deeds to your real estate?

It is quite unfortunate that many of us never discuss these issues with our loved ones until it is too late. Then it will be up to our loved ones to sort our affairs out as best as possible. If you are willing to take the first step to sorting out your affairs, then you can begin by thinking about the following types of information that will greatly assist your loved ones if the need should arise:

  • Funeral arrangements
  • Insurance policies
  • Wills, trusts, deeds and other important documents
  • Pensions and retirement accounts
  • Bank accounts
  • Items in safes, safe deposit boxes and other locked or hidden places