Most of us would rather avoid thinking about the possibility of health issues, accidents, other problems that might happen, or even death. So proactively preparing for these things is easy to postpone. However, a little bit of time spent planning can save you and/or your loved ones a lot of pain and suffering.
Having your files and household records organized is the first step. The next step is planning your estate, and organizing all the information so that everything is in order. No matter how simple a life you lead, it’s can be surprising how many details there can be. This is a financial goal that will provide peace of mind for you in knowing your wishes are carried out, and one that loved ones will much appreciate.
- Print out the Important Papers Roadmap pdf and fill out the information about locations of all important documents and necessary contacts. Keep this in a secure location, as it includes a lot of confidential information.
- Gather together as many important documents as you can, and consider keeping them in a locked fireproof file box or safe deposit box.
- Share the location of this document with those who will need it.
- Also share the location of File Headings Index.
More resources:
- Roadmap for Important Papers fillable form from University of Minnesota Extension
- Personal Document Locator form from KPERS
- getfreelegalforms.com executor checklist
- a previous Executor Information form (pdf)
- Articles at elderlawanswers.com
I seek to create order from the chaos of complex information. Join me at the Daily PlanIt to gain insights, inspiration, and information to increase skills for a better life. I unlock the power of teaching reading with phonics in the pursuit of literacy at www.phonicspow.com. In my spare time I explore books and movies, often choosing titles available on both screen and page.
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