Be The Hero…Estate Preparation

There are only two certains in this world…our birth and our death. Births bring great joy while the passing of a loved one brings great sadness. The one very important thing that you can do for your loved ones is to make the "at death" process as easy as possible for them.

A Will is very important, of course, yet there are a number of things that you can have prepared for your family in advance. Create an At Death file for your loved ones to include the following items:

Copies of birth certificates for the decedent and any minor children

Marriage certificates and/or divorce decrees

Social Security number

Copies of Military discharge papers

Union or Professional Membership Information

Copies of Wills and Trust documents

List of business contacts: CPA, Financial Advisor, Attorney, Employer

List of accounts and assets (checking, savings, credit cards, investment and retirement accounts, loan accounts)

Insurance policies (health, life, home, auto, disability)

Copies of stock or bond certificates

Copies of dividend information

Real estate documentation

List of automobiles

List of personal assets (jewelry, art, coins, etc.)

Utility accounts (electricity, phone, water, internet)

Periodical subscriptions

Safe Deposit Box information

This information should be in a safe place with the executor of your estate made aware of the location. Another good idea is to provide your family with the contact information of a Professional Organizer that works with Estates. He or she could be an invaluable asset in the sorting and distribution process as well as an unemotional party to assist in the completion of forms and negotiations with estate sale companies.

The more organized you are now; the easier the difficult time will be on those who love you.

Have a NEAT day!
Jennifer Snyder
Neat as a Pin Organizing Experts
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By Jennifer Snyder

Categories: Just For Parents|Organizing Tips

About the Author

Jennifer Snyder

My name is Jennifer Snyder CPO, Chief Executive Organizer of Neat as a Pin Organizing Experts, a Waco-based company of Professional Organizers that is not only focused on organizing the clutter in your home or office but also clutter of the heart and mind.

I am happy that you are taking an interest in the benefits of getting your home and life organized. Living an organized life is for everyone!

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Be The Hero…Estate Preparation

About the Author

Jennifer Snyder