Estate Planning Checklist for 2018

Sometimes, things can happen within a six month period and people never think to reflect these changes in their estate plan. Whether it’s a newborn child, a graduated child, divorce, or a business matter, you’ll want to ensure these things get documented in case your plan might need to be used in an untimely manner. Below, you’ll find a checklist to go by that may help you include important information. That way, you can work with our estate lawyers in Cary NC to ensure your plan is up to date for 2018! This will also help you create a brand-new estate plan, as well.

Checklist for 2018 Estate Planning | Estate Lawyers Cary NC

  • Social security number
  • Savings accounts
  • Retirement information
  • Property titles
  • Previous years’ income tax returns for state, local, and federal
  • Pre- or post-marriage certificates and agreements
  • Personal loan sums due
  • Payable notes
  • Notes receivable information
  • Names and phone numbers of those that should be notified if you pass or become incapacitated
  • Mortgage information for all owned property
  • Marriage certificates
  • Location information for mortgages
  • Life insurance information and policies
  • Investment accounts
  • Health insurance information and policies
  • Employee benefit plan information
  • Divorce paperwork
  • Disability insurance information and policies
  • Deeds
  • Debts owed
  • Credit card debt due
  • Other charge account amounts due
  • Checking accounts
  • Buy/sell agreements
  • Business agreements for corporations, partnerships, or sole proprietorships
  • Birth certificate
  • Bank account information
  • Brokerage account information
  • Auto loans due
  • Auto insurance information and policies

This list includes, but is not limited to, information you may want to include in your estate plan. Whether you’re married, single, wealthy, or a parent, it’s important for all adults to consider having an estate plan with the proper documents in place at the beginning of each year. If you failed to do that at the beginning of 2017 or need to update due to a situation change, please feel free to contact our estate lawyers in Cary NC, today to get started with your plan.

 

Klish and Eldreth, PLLC | Estate Lawyers in Cary NC

As always, feel free to contact us with any questions or concerns you may have about estate planning. Also contact our estate lawyer to schedule a consultation if you have yet to start estate planning. It’s never too early to make plans for your wishes upon death. In addition, our attorney is here to help you with all your legal matters, whether it be estate planning, trademarking, copyrighting, or DWI issues.

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