Take a little time and make it easier for your loved ones to find things. Make a list of important papers like insurance policies, deeds to homes, a list of passwords, loan documents, the location of any deposit boxes or lists of financial accounts. Keep them organized in one place, and let your spouse or heirs know where everything is.

The article also counsels to scan important papers and save them in an obvious location on your computer, with a separate backup disk.

Estate planning is not the type of legal service that any generalist attorney knows well. Use a qualified estate planning lawyer to set up the right documents that are appropriate for your specific circumstances.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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