Gilbert Estate Planning Organizing

When you are planning your estate it is easy to overlook that fact your documents need to be organized and properly filed so that they are easy to locate. You should keep your Gilbert estate planning documents well organized so that your family knows exactly where to find them and so there won’t be any confusion. One good way to do this is to separate and file your documents by their category, and then create one central document that lists the location of each set of documents.

Keep your most important Gilbert estate planning documents in one location

You should have all of the important Gilbert estate planning documents in one location such as your last will and testament, financial and healthcare power of attorney documents, revocable living trust documents, funeral instructions and other central documents. The easy thing to do is to keep these Gilbert estate planning documents in one folder or binder and store them in a safe location.

Organizing your financial Gilbert estate planning documents

Your other Gilbert estate planning documents such as your personal documents, legal documents and financial documents will need to be separated organized as well. For your financial Gilbert estate planning documents such information about your investment accounts, bank accounts, and other financial statements, you can organize these based on their date and put them in one location. You can also choose to include information about your credit cards and other debts in this folder or a different folder.

Organizing your legal and tax related Gilbert estate planning documents

For your legal Gilbert estate planning documents such as employment agreements, business documents, marital documents and others, you can organize these and put them in one folder or binder. You should also have the last three years of tax returns and receipts filed in separate folders.

Create a document that lists the location of each set of documents

Once you have filed these and other important Gilbert estate planning documents you should create one document that states the location of all of these folders. On this document you should also have safe combinations or key locations. Once this document has been created, be sure to let your estate executors know where it is along with one or two trusted friends or family members.

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.