More Mid-Year Estate Planning Updates

Welcome back! Are you ready to learn more about mid-year estate planning updates? In our last blog post our estate lawyers in Cary NC compiled a list of things that should be considered for review. These are things that might need updated in the event of a major or minor life change. Also, if you’re behind on estate planning and need to get things organized and sorted for filing, this list will help with that, as well!

Estate Lawyers in Cary NC Talk Updates for Your Plan

Here, you’ll find more documents and information that might need to be updated in the event that you’ve had a change in the past few months or since the last time you took time to review your estate plan.

  • 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

If you haven’t already updated your estate plan this year, take this season of cleaning to get it done! Our estate lawyers in Cary NC are here to help along the way. For more information, visit back with our next blog.

Call Our Estate Lawyers in Cary NC to Schedule an Appointment for Updates!

Keeping your estate plan up-to-date and understanding how your accounts and real estate properties are listed is just as important as making sure you have an estate plan in place. If you decide to get your estate plan updated soon, feel free to contact our lawyers for help. We can sit down with you, go over your current estate plan, help you determine what needs to change, as well as answer any questions that you may have about the future of your estate plan.

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