If you haven’t gotten your Phoenix will and trust and other estate planning documents organized for 2014, there’s no better time than now to get things in order. You need to keep your estate planning documents organized on a regular basis so that they can be easily accessed and updated when needed.


Categorize your Phoenix will and trust and other estate documents

You can start by categorizing your Phoenix will and trust and other estate planning documents based on the type of document that they are. You can separate out family heirlooms, funeral plans, bank account documents, stocks and mutual fund documents, trusts, and insurance policies into their own folders. In the folders you can arrange them by date and attach related groups of documents together.

Pick a safe location to store your Phoenix will and trust and other estate documents

As you organize your Phoenix will and trust and other estate documents for 2014, be sure to get your most recent copies of bank statements and other copies of documents that you need a recent version of. You should also create a central document that will list the location of your estate planning documents. You can store your Phoenix will and trust and other estate documents in a fireproof safe, but be sure that your estate executors know the where the combination is.

Ask an estate planning expert for specific advice on organizing your Phoenix will and trust

For more specific information on how you should organize your Phoenix will and trust you should speak with an estate planning expert who can give you advice and also let you know if you need to update any of your documents. You should pick an annual date to update your estate planning documents and Phoenix will and trust with any assets that you have acquired or sold throughout the year.

Consider updating your estate documents at the end of the year

A good time to update your documents is at the end of the year, so if you haven’t updated your documents yet, you can consider waiting until the end of December. If you have any questions it is recommended to meet with a Phoenix estate planning professional to ensure that your Phoenix will and trust is in proper order, and that you aren’t missing out on anything you may need to include.

Need Help?

If you are not sure as to what legal document you currently have contact one of our professionals to help you with your planning needs. They will make sure you have all of your grounds covered and have the right legal documents that best suite your wants and needs.

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