A friend recently and unexpectedly died. His wife had asked him many times if he had written down his last wishes. He assured her that he had, but they never discussed where he kept this document. It has been several months since his death and the document he claimed to have written has not been found. Neither his accountant or business manager had a copy. Drawers, books, computers, and the safety deposit box were searched without luck. As a result, his estate was sent to Probate which has caused unnecessary delays, added legal fees, and unnecessary taxes. That was not what he wanted.
Have you expressed your last wishes clearly? Are these intentions written down? Where do you keep your Health Care directives and your Estate Planning documents? Where do you keep your Will? Where do you keep your Passwords? Do you have a single place in which you store all your vital information? Does your spouse or executor know where this is?
Now is a good time to make sure these steps have been taken; review your Estate Plan, update your information, notify your heirs of your wishes. If you haven’t completed these tasks, call us today.
For the remainder of this month, The Law Collaborative is offering a free, 30-minute consultation as a way of helping you move forward with handling these important affairs. Feel free to call us directly and schedule your appointment.
Your friend,
Ronald Melin Supancic
Certified Family Law Specialist
The Law Collaborative, APC
T: (888) 852-9961 F: (888) 852-9962
