Estate Planning for Beginners: What’s Next?

In the this post on estate planning for beginners, let’s talk about what happens next. Now that you know what an estate is, what an estate plan includes, if you should hire a wills lawyer in Cary NC, and if you should include a living trust, you should be well on your way to creating an estate plan.

What’s Next? | Wills Lawyer in Cary NC

Once you have created one that outlines your wishes and gives you the peace of mind knowing that your family will be cared for when you are not around, what should you do next?

First, decide where to put them. If you have all of your estate plan documents in order and signed off on, pick a safe place to keep them. If you have a safe deposit box at home where you keep other valuables, you can keep it there. Or, if you have one at a bank, that would also be an ideal place.

You want to make sure it is in a secure and safe place, but that it is accessible. Make sure that your spouse or other trusted person knows where it is when the time comes to administer it. If you are single, you can ask your attorney to keep it for you.

If you make copies of your plan, make sure that it is done officially. Check with your attorney about your state’s procedure. The documents may need to be copied in front of a witness, or done through a public notary.

You may want to share a copy with the person named trustee or executor of your estate as well as with your wills lawyer in Cary NC.

We hope this series estate planning for beginners was helpful. There are many facets to an estate plan, so if you still have questions, a lawyer can help determine what will work best for you.

Need to visit back with other blogs in this series? Click on the links below!

Klish and Eldreth | Wills Lawyer in Cary NC

If you don’t have an estate plan in place or haven’t reviewed yours in several years, now might be the best time to start. Our wills lawyer in Cary NC is here to help you get your estate planning in order and ready should you pass in an untimely manner or become incapacitated at some point. It’s better to be safe than sorry when it comes to an estate plan. Contact our office.

As always, feel free to contact us at our office to schedule a consultation with if you are looking for a lawyer to represent you in other legal matters. We are here to assist you with small business needs, trademarking, copyrighting and  DWI issues.

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