FAQ Friday: Wrapping up your estate plan

On Friday, September 8th Paralegal Sabrina Coughlin discusses wrapping up your estate planning.

When you are finished with your planning, you will make a short appointment with Sabrina where she will discuss the contents of your estate planning book.

She has suggestions for ways you can be further organized:

Collect first pages of outdated statements such as mortgage, water bill, electric company, cell phone bill etc. On each page write how you usually pay and from which account you usually pay.

Letters to loved ones or personal representatives with any details or messages you want to leave can be a helpful step.

Some might include death certificates of close loved ones. Anything that might be found helpful.

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Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.