If something were to happen to you today, would your Successor Trustee know exactly where to find all the information they would need to handle your affairs?
Here are our top 10 items to keep in your estate planning file:
Old ones may be destroyed to prevent confusion as to which is the controlling document.
If pre-paid burial or cremation arrangements have been made ahead of time, your successor trustee needs to know where to find those documents. Note: In order for a veteran to be buried at a military cemetery, the family needs to present the veteran’s discharge papers (DD 214), so be sure those are easily accessible.
Include a list of companies and services direct debited from your bank accounts and credit cards (so that these services can be stopped).
Instructions for how your house operates.
This includes the alarm system, sprinkler system, gas and water shut-off valves, the keys to open the garage door if the electric opener fails, etc.
This should include a list of contents and how it can be accessed.
Especially those from the military or former jobs.
These can be a source of comfort when the time comes.