Greetings, friends!

I hope your Fall is off to a fantastic start! As you know, it's not easy to take time to get your affairs in order, but your family and loved ones are counting on you in the event of an unexpected illness or death.

Fun stuff, I know, but it's important to be prepared.

If you are a current client, please be sure to review "What Should I Do After I Sign My Will?" below. For current and prospective clients, please note two webinar times coming up in November and feel free to share them with family, friends, neighbors, or co-workers!

As always, please feel free to reach out to me with any questions!

All my best,

What Should I Do After I Sign My Will?

When clients walk out of my office after they've signed their Wills and powers of attorney, I often imagine they go home and put their folder in a cabinet or safe and then don't think about it again. There are a few things; however, I recommend to my clients that they should do once they've signed their estate planning documents to ensure their family and loved ones are prepared.

Tell your Executor and Agents. Inform those you've named as your executor, medical power of attorney, and other agents of their role and tell them where you keep your paperwork. You will also want to ensure that they have access to your Will Memorandum mentioned below.

Decide the best place for you to keep your documents. I generally recommend keeping your documents in a safe location at home - preferably a fire-proof safe. Some suggest keeping your documents in a safe deposit box because it will protect the documents from theft, fire, accidental loss, and most other types of damage or harm. A potential problem, though, is getting it opened after your death. If you decide to keep your estate planning documents in a safe deposit box, consider naming a family member or your executor as a joint holder on the box. That should simplify matters following your death because someone will be able to get into the box without delay. However, if you and the person you name as a joint holder die at the same time, we are back to square one. Additionally, you may need access to the documents when the bank is not open.

Provide a Will Memorandum with vital information and instructions. There is no magic form to complete, but I do provide all my clients with both a hard copy and electronic version. (CLICK HERE FOR OUR DOWNLOADABLE FORM). The Will memorandum provides useful information that your Will or power of attorney alone will not provide, such as where you keep important paperwork (deeds, birth certificates, financial/banking information), people to contact (CPAs, financial planners, attorneys, doctors, friends, family), and your user names and passwords. Additionally, the Will memorandum allows you to make specific bequests of your personal effects. The will memorandum allows you to change your specific bequests without having to prepare a codicil (amendment) to your Will. You may add and cross-out items to this list as often as you wish. Please understand a Will memorandum is not legally binding, but it will greatly assist your family and loved ones with handling your affairs and fulfilling your wishes.

You will feel a sense of relief and peace of mind once you sign your Will, and you should! However, if your goal is to truly make a difficult time as easy as possible, I suggest you take these other steps to make sure your family and loved ones are as prepared as possible in the event the unexpected happens to you!

Free Wills & Trusts Webinar!

Time is Running Out...On your New Year's Resolution to get your Will & other estate planning in order!

From the comfort of your own home or office, attend one of our free webinars to find out everything YOU need to know about your Will and other planning. Attendees will be eligible to receive a discount on legal services before the end of the year.

Click below to find out more information and to register.

Monday, November 7 at 8 pm:

https://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=EC57D78684483D

Tuesday, November 8 at 12 pm:

https://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=EC57D786844739

Review me on Yelp!