Maybe you have signed a Will or a Trust to create an estate plan. Perhaps you also have a property and/or health care powers of attorney. Good for you! But, will your Personal Representative or Trustee be able to find these and other important planning information, after you die?
We advise storing original documents either with your estate planning attorney or in a bank safe deposit box. In addition, we also recommend that you keep a notebook with copies of these documents, as well as some additional information, to aid and guide your Personal Representative or Trustee.
Steffens Law Office has developed a “notebook system” to assist you in this all -important task. With a small investment of your time, you can insert the relevant information. Besides preserving your estate, you will save your heirs a lot of time and stress. Maybe even some heartache.
Our “notebook system” includes a number of different sections, all intended to resolve common issues, including the following:
If you are interested in an “estate planning notebook,” contact us for more information. Otherwise, these notebooks are included in all of the estate planning packages offered by Steffens Law Office.