Items to Put With Your Will
When you create an estate plan, one of the most important things that you
could do is to ensure that all of your documents are in order and easily
accessible when it comes time that they are needed by your loved ones. If
your estate is organized, this will save your family a lot of time and money.
Once you have written your will you will want to keep it in a safe place, but
it must be accessible when it comes time that your family needs access to it.
It is a good idea to keep some other important documents with your will as
You will want a document that has your name, address and phone on
it, along with the names and address of all of your family members,
including children you may have from a previous marriage.
If you were in the military, list all of this information, including your
dates of service and the branch in which you served.
Your employer, as well as any employment benefits that you might
have, such as life insurance and your 401k plans.
Any real estate you own, and the copies of the deeds.
Make a list of all of your financial accounts, and the account numbers.
Any stocks and bonds you own, as well as brokerage firms.
List all of the automobiles you own, and include a copy of the title for
If you have any business interests, you will want to include any
information about these, as well as the amount you own in the
List any safe deposit boxes that you have.
Include copies of any life insurance policies that you may have.
If you have made or want any specific funeral arrangements, you will
want to include a document detailing these arrangements.
Have a document that will include the name and phone number of
your attorney, as well as your physician. Include copies of any estate
documents that you have, such as a Living Will, Power of Attorney,
Having your estate in order can help your family manage your affairs during
an already difficult time.
Experienced estate planning attorneys Seattle WA of the Byrd Garrett PLLC
offers estate planning and business planning resources to residents of Seattle
WA. To learn more about these free resources, please visit