Basics for Estate Planning

Basics for Estate Planning in Raleigh NC

Welcome back! In our last few posts, our estate lawyers decided to take a moment and break estate planning in Raleigh NC down to the basics. In our previous posts, we’ve been discussing very detailed information. For those just starting out with an estate plan, these posts are for you! If you missed our last post, be sure to go back and visit it, before moving on!

Today we are going to continue taking it back to the basics with estate planning in Raleigh NC. Our estate lawyers are here to help you make sure you start off on the right foot upon making the decision to begin estate planning.

Your lawyer in Raleigh NC and/or your executor might need to have more information than you realize, after your passing. It’s important to make sure you leave them with every bit of information possible, so they can take care of your estate, when the time comes.

First and foremost, your estate plan should include a Will and/or Trust. These are two of the most important aspects of estate planning in Raleigh. Below, you’ll find more information to include within your estate plan:

Certificate Information Needed:

  • Bonds
  • Stocks
  • Pensions

Account Information Needed:

  • Bank Account
  • Mutual Fund Account
  • Debit Card (pin number, cancellation information)
  • Mortgage
  • Safety Deposit

Payment Information and Other Important Information:

  • Insurance policies
  • Real estate deeds
  • Retirement Plan, IRA, or 401k
  • Utility Bills
  • Taxes (paid or unpaid)
  • Funeral (plans and arrangements)
  • Funeral Expenses (payment plans)

For more information from Klish and Eldreth, estate planning in Raleigh NC be sure to visit back with us, soon! As always, feel free to contact us with any questions or concerns you may have about your current estate plan.

Also, feel free to contact our office to schedule a consultation with us if you are looking for a lawyer in Raleigh NC. We are here to help you with all your legal matters, whether it be estate planning in Raleigh NC, trademarking, copyrighting, or DWI issues.

No Comments Yet.

Leave a comment