At a minimum you need to have a plan in place so your heirs can take action when the time comes. For example, will they be able to find what is important to take care of business? So what do your heirs need to know?
According to the original article, heirs should have access to, or at least access to a way to access, all of your financial accounts, from banks to investments to insurance policies. They also need access to your estate plans themselves. This includes legal documents such as your will and trust. Do not forget to give them copies of your advanced medical directives or power of attorney forms, too.
Finally, to the extent any professionals have helped craft your plans, then your family should know who they are and how to seek their advice again. Essentially, ensure that your loved ones can find your important documents, records and advisors or your planning may fail.
