The only things inevitable in life are death and taxes. While we can’t help you on taxes, we can provide guidance on how to organize your affairs before your last day arises.
The first step in efficiently winding up your affairs is having an attorney draft a valid Will. The next most important step is giving your executor an organized list of all your assets, liabilities, accounts, key contacts, etc. This information should be reviewed and updated annually (during tax time is always a good idea) as well as after any major life events.
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Summary of Important Information Form – allows your designated person(s) to look after you should your health fail and/or after you pass on.
Financial Account Data for Will Template – lets your executor quickly and efficiently know how to locate all your assets and accounts to ensure nothing gets lost or stolen.
Executor Tips to Get Started – tips on how to hit the ground running as an executor.
In Case You Get Hit by a Bus: How to Organize Your Life Now for When You’re Not Around Later – great book summarizing key actions required to get organized. Available on Amazon.