April 14, 2014

5 Simple Things to Prepare Now for Your Estate

These documents are easy to assemble and will be helpful to your loved ones when you pass on.
"An account list. Prepare a simple document that lists all of your financial accounts, your account numbers and contact information for those accounts. If the accounts have stated beneficiaries, include those as well.
A folder containing proof of ownership documents. In a single folder, you should include the deeds to any property you own, including land and vehicles. You should also include a statement of any accounts with significant assets – your retirement accounts, investment accounts, savings accounts and so on.
An advance directive form for your state. This document will help your family assess how to handle your medical needs should you be unable to do so.
Marriage and divorce paperwork. Make sure you have an easy-to-locate copy of your marriage certificate if you’re currently married. If you’re divorced, include copies of your divorce decree from those marriages. 
A letter to each of your loved ones. Spend some time writing a letter to each of your closest loved ones, telling them how much they mean to you and reflecting on some of the moments you shared."

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