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Estate Planning: Getting Affairs in Order 2700 S. Southeast Blvd. Suite 205 Spokane, WA 992234984, USA T 509.456.2526 TF 800.826.9803 F 509.456.2550 The subject of estate planning is very complicated.

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Funeral wishes and who you want to notify. Insurance policies. Deeds, trusts, wills and other documents. Retirement accounts and pensions. Bank, mutual fund and money market accounts. Items hidden away in safes and safe deposit boxes. Stocks and bonds. Heirlooms and photographs.

Compile a list of the financial information your heirs will need upon your death: wills, trust information, investment accounts, legal contacts, etc. You can keep this information in an electronic file - in one master document or several attachments - to serve as a road map to find all the physical paperwork.

Steps for Getting Your Affairs in Order. Put your important papers and copies of legal documents in one place. You can set up a file, put everything in a desk or dresser drawer, or list the information and location of papers in a notebook. If your papers are in a bank safe deposit box, keep copies in a file at home.

Steps for Getting Your Affairs in Order. Put your important papers and copies of legal documents in one place. You can set up a file, put everything in a desk or dresser drawer, or list the information and location of papers in a notebook. If your papers are in a bank safe deposit box, keep copies in a file at home.

1. to organize the things relating to your personal life, for example your financial situation, especially so that there will not be any difficulties after you die. Synonyms and related words. + To organize your own affairs.

Gather Important Documents and Contact Information. ... Execute a Last Will and Testament. ... Complete a Living Will or Advance Directive. ... Put in Place a Power of Attorney. ... Establish a Living Trust. ... Update Your Beneficiaries. ... Secure Your Digital Assets. ... Plan Final Arrangements.

An essential piece of getting your affairs in order is letting a trusted family member or friend know where your important paperwork is kept in case of an emergency. You may also wish to give permission to your doctor and lawyer to speak with your family or caregiver about any questions or issues as they arise.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232