Estate Organization Tools?

chisue

Is there a booklet or checklist you've found to help organize your 'estate' for your family/heirs? I found something called Everplan online -- are any of you familiar with others? Thank you!

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Fun2BHere


Free Download from AARP You might find this link helpful. I'm not sure exactly what you need, but it's probably worth your time to take a look. My attorney provided most of what I needed when I set up my living trust.

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Elmer J Fudd

I'm not sure what you're looking for in "organization". If your concern is a comprehensive inventory of assets and various accounts, and bills paid regularly, maybe you could accomplish what you want by simply listing the information on paper. Account name, institution, account number, password (if any), contact name and phone number. One copy for spouses to share (for when one predeceases the other) and one copy for your executor for when the second of you dies.

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maifleur03

There are several out there. I highly suggest that if you have an attorney talk to them. Most do have a booklet outlining what is needed in your state. While not all agree each of you should make your planning two ways. One joint the other based on if each of you die before the other.


This will sound odd but when I made pre-arrangements for my husband the funeral home, Dignity, provided a booklet outlining information and a check list of suggested things.

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2pups4me

My dad put together a spreadsheet just as Elmer described. He updated it often and always reminded me where it was located in his desk. When he died, that document was extremely helpful and made a very stressful time a bit more manageable.

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