ESTATE & GIVING
Living life and facing death can be liberating (and it doesn’t have to be difficult).
Ensuring that your family can locate the information they need to carry on your legacy through their own lives is a crucial component of estate planning. Clarity, direction and reassurance are invaluable assets to those facing change, especially while juggling time-sensitive matters with grief.
Your final documents can include recipes, wishes, your eulogy and obituary, but for practical purposes should prioritize financial and organizational road maps for those who are tasked with settling your affairs.
What to include
Deciding which documents to focus on when preparing your loved ones for their continued journey through life after you’ve passed should depend on your priorities for them. Maintaining a focus on the financial and logistical components of your estate with the largest impact can significantly ease stress and confusion for those handling your estate. Consider these documents and their impact:
Don’t stop there
The greatest gift you can provide upon your passing is the groundwork for the continuity of the lives of those around you. Make sure that all of your wishes are documented clearly and made readily available.
Here are actions you can take now to ensure that important information is both available to your loved ones and enforceable in alignment with your wishes: