The warm weather and spring season bring one of our favorite tasks… Cleaning!
Just kidding… But like how you might clean your home, you should implement Spring cleaning for your estate plan by reviewing and updating your documents and asset alignment. Keeping your estate plan updated is important because if your most recent wishes and situation aren’t outlined, you will not be able to put your plan in place. To inspire your Estate plan cleaning, here is a laundry list of tasks to make sure that your plan is in the best shape possible!
– Update your assets.
– Review the beneficiaries of your plan.
– Make sure that those involved in important roles in your plan are still appropriate.
– Makes sure your financial information is accurate.
– Create a list of your digital assets and online accounts.
– Make sure your plan is in a secure place.
– Sit down with your family to discuss your plans and the location of your estate planning binder.
Please give us a call or send us an email if you are overdue for a review meeting to address any changes and make sure your plan is up to date. We would be happy to assist you and answer any updating questions you may have.