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Tips on How to Organize Your Documents for Estate Planning

Organization is an essential part of the estate planning process. When a loved one passes away, family members are left to review estate planning documents to determine how to distribute assets. If you are in the process of creating your estate plan, our Madison estate planning attorneys have put together tips to help you stay organized.

If you need help creating a comprehensive estate plan, contact our Madison estate planning attorneys today at (608) 292-5185 to schedule a consultation!

Organize Your Documents

Organizing your estate planning documents will make a big difference for your family members when you pass away. Although organizing your documents may be time-consuming, it will make things more manageable for your loved ones. The best way to remain organized is by separating your documents into sections. Below are some of the sections you should consider when organizing your estate planning documents:

  • Funeral plans (these documents should explain funeral arrangements and who should be notified)
  • Insurance policies
  • Wills, living trusts, deeds, and other legal documents
  • Stocks and bonds
  • Pensions and retirement accounts
  • Bank accounts, money market, and mutual fund accounts
  • Safe deposit boxes and other locked items
  • Heirlooms and other irreplaceable items

You should consider purchasing a large binder or folder to hold all documents and files separated in the sections listed above. Having all estate planning documents in one place will make it easier on your loved ones in the event that you pass away unexpectedly. Dealing with estate planning arrangements after a loved one’s death can add unnecessary stress to an already difficult situation.

I Need Help Creating & Organizing My Estate Plan

If you need help creating your estate plan, you should seek legal guidance from our team at Estate Law Partners, LLC. We can analyze your situation and help you create a comprehensive plan that will protect your loved ones and your assets. We can answer your questions and guide you through the process from start to finish.

Contact us today at (608) 292-5185 to schedule a consultation!

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