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Estate planning checklist: How to start getting your affairs in... Take inventory of your belongings. Make a last will and testament. Find a trusted estate executor. Consider a living trust. Opt for a power of attorney. Write a living will. Prepare for estate tax obligations. Get your digital assets in order.
Estate planning: 11 things to do before you die Gather important documents and contact innformation. Execute a last will and testament. Complete a living will or advance directive. Put in place a power of attorney. Consider a living trust. Update your beneficiaries. Secure your digital assets. Plan final arrangements.
When you're getting your affairs in order, it's important to prepare and organize important records and files all in one place. Typically, you will want to include personal, financial, and health information. Remember, this is a starting place. You may have other information to add.
Getting Your Affairs In Order Prepare Your Survivors. When you die, your survivors will have important decisions to make. ... Organize Your Files. ... Locate Important Papers. ... Make Funeral Arrangements. ... Get Certified Copies of the Death Certificate. ... Contact the Executor. ... Notify the Retirement System. ... Visit or Call Social Security.
Getting Your Affairs In Order Prepare Your Survivors. When you die, your survivors will have important decisions to make. ... Organize Your Files. ... Locate Important Papers. ... Make Funeral Arrangements. ... Get Certified Copies of the Death Certificate. ... Contact the Executor. ... Notify the Retirement System. ... Visit or Call Social Security.