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Keep your estate plan paperwork close by

Having an organized estate plan with all your important documents readily available is important when the information is needed quickly, according to attorney Bob Ross of Ross Estate Planning in Sturgeon Bay.  Ross shares some of the key paperwork that should be found in your estate plan.

 

 

Your estate plan should be in one place and easily accessible, according to Ross.  He says in the event of an emergency, you want it found quickly by family members, so action can be taken right away.  You can find a list of the 12 important documents you should organize now below.  

 

1. Will

2. Living revocable trust

3. Living will

4. Healthcare power of attorney

5. Financial power of attorney

6. Designated beneficiary accounts

7. Copy of marriage license/divorce decrees

8. Copy of your latest federal tax returns

9. Financial accounts

10. Letter of instruction/intent

11. Funeral plan

12. Business succession plan

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