No matter what the reasons are behind starting their estate plan, clients often say that they want to make things as easy as possible for their loved ones if anything were to happen to them. Completing their estate planning documents is a great first step, but to really make things as easy as possible, there are extra steps that need to be taken. If you were to suddenly become incapacitated or die, your key agents in your estate plan (like your POA agent, healthcare agent, and executor/trustee) will need to be responsible for a variety of important things such as your finances, directing your health care, and, after your death, settling your estate. To properly, and more easily, do this, they're going to need some critical information from you, and this emergency list is a great way to compile such important information in one place including:
- The location of the will and other estate planning documents
- Financial, Retirement, and brokerage accounts.
- Stocks/Bonds.
- Mailing addresses (including email)
- Real Estate/Property
- Items of Value
- Information about businesses owned.
- Debts and bills you owe or are owed to you
- Insurance information (both health and life)
- Known allergies and/or health problems
- Medications
- A list of primary physicians
By completing this list and then keeping it current, you can ensure that your agents will have all the information on hand quickly to help keep you and your family safe. Keep in mind that, like your estate plan, you need to check this list from time to time (we recommend doing this on an annual basis) to ensure that all the information is accurate and up to date.
DOWNLOAD THE EMERGENCY LIST HERE.
If you haven't started on your estate plan and want to learn more, we offer a variety of free resources, including our free guide to estate planning in Georgia , that can provide you with a high-level overview of estate planning and the process of working with our experienced team. To learn more about our estate planning and probate work, visit us online at www.peachstatewills.com, call us at 678-344-5342 or contact us here.
Thanks,
Joel