Locating the asset information and estate planning documents of the deceased can be difficult. When you pass away, you likely do not want your loved ones to be forced to spend hours trying to find your important papers or to be forced to wait for your account statements to arrive in the mail so that they can figure out where your investments are held. Organizing your financial and personal data can help to prevent problems for your loved ones. Make sure to gather all of your documents. Once you do, either make copies for your family members or keep them in a safe place and let them know where they can find them. Here are some documents that the Fort Lauderdale elder law firm of the Law Offices of Rhonda D. Zimmerman believes that you should organize.
Fort Lauderdale Estate Planning Documents and Information to Organize
If you organize the following information and documents, it will be much easier for your family members to find them after you pass away:
- Where your safe deposit and key are located
- Addresses and names of your insurance agents and the account numbers for all of your policies, including life, health, burial, home, and auto
- Contact details of your financial advisors and a list of your direct investments and your investment accounts
- Where your burial plot is located
- Account statements and numbers for all of your bank or credit union accounts
- Credit cards and statements
- Name of your Fort Lauderdale estate planning attorney and the location of your trust or will
- Mortgage account number, amount of your outstanding loan, and your lender’s name and address
- Location of your past tax returns and your accountant’s contact information
- What type of funeral or memorial service you would like to have
If you pay all of your bills online and do not receive paper statements, you should make sure to provide your loved ones with your passwords and account numbers. Some people have online savings accounts that could otherwise go undiscovered.
Get Help from Our Experienced Fort Lauderdale Elder Law Firm
Organizing your financial and personal information might seem difficult. However, if you take the time to do so, your family will have a much easier time finding everything after you die. For help with your Fort Lauderdale estate planning needs, request a consultation with the Law Offices of Rhonda D. Zimmerman by calling 954.567.1060.
