Estate Planning Checklist for 2018

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

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 amounts due
  • Payable notes
  • Notes receivable information
  • Names and phone numbers of those that should be notified as you pass or become incapacitated
  • Mortgage information for all owned real 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 policies
  • Deeds
  • Debts owed and due
  • Credit card debt due
  • Other charge account amounts due
  • Checking accounts
  • Buy/sell agreements
  • Business agreements corporations, partnerships, or sole proprietorships
  • Birth certificate
  • Bank account information
  • Brokerage account information
  • Auto loans due
  • Auto insurance information and policies

No matter if you’re married, single, wealthy, a parent, it’s important for all adults to have an estate plan and the proper documents in place at the beginning of each year. If you failed to do that at the beginning of 2016 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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