This year we’ve encouraged many clients to update their estate plans. In addition to getting your documents updated by an attorney it’s also a good idea to let your family members or personal representative/executor know how they can find all the important papers and information they’ll need upon your death. At Vintage we’ve included a sheet in the Financial Sourcebook plan called the Important Document Locator that can help you get started. It lists many important items like life insurance policies, safe deposit boxes, wills, trusts, etc. and where they can be found. Your personal representative will thank you for this “treasure map” when the time comes when they’ll need it.
You can grab a copy of the Important Document Locator here. Feel free to suggest other items we may have missed and we’ll incorporate it into our next version. Online log in credentials and passwords are one item you may want to add.
