It can be very difficult for executors and grieving family members to try to find all of the most important documents they need to access your estate and to file proper paperwork in the days and weeks after you pass away. The last thing you want is for your chosen heirs or administrator unable to find these important documents when time is of the essence.
Critical documents should have copies made of them and you should also secure these documents including social security cards, medical insurance, marriage certificates, birth certificates, divorce certificates, business contracts or immigration papers.
Having these documents stored in a safe location makes it easier for the right person to access them if and when the time comes and can also prove very beneficial for them to be able to find these documents in an orderly fashion.
Your executor, for example, will need access to these materials in order to open probate in your estate. Make sure that you consult with an experienced and knowledgeable estate planning lawyer about your final disposition, trusts, wills, powers of attorney and any other crucial estate planning documents.
Our Pasadena, California estate planning office can help you complete not just those key documents for your plan, but also help to create a holistic plan that accomplishes what is most important to you across the board. From long term care considerations to asset protection and business succession planning, there are many elements involved in creating the plan that works for you.