How do you "maintain" your estate plan?
- Leave a list for your family specifying location and explaining the following items:
- Name, address, and phone numbers of your clergyman/rabbi, attorney
- Will, trust, living will, and power(s) of attorney
- Birth and marriage certificates
- Records of business and investment interests
- Contracts (including installment purchase agreements)
- Account numbers for checking, savings, and credit union accounts
- Social Security, IRA, and pension plan numbers, and the administrator or contact person, accountant/tax preparer, physician(s), stockbroker, and insurance agent(s)
- Burial or cremation preferences
- Safe deposit box and key, checkbooks/passbooks
- Registration and proof of ownership for vehicles
- Real estate deeds, title policies, closing statements, mortgages, record of debts besides normal monthly bills
- Income tax returns
- Mortgage payments, tax receipts and leases
- Stock certificates and bonds (plus records of cost and date of purchase)
- Records of loans, credit cards, and charge accounts, record of divorce, veteran service and discharge records
- Insurance policies - life, medical, health, disability, property, auto, mortgage
- Receipts of appraisals of valuables
Chayet & Danzo, LLC is a boutique elder law, estate planning, and disability firm representing clients throughout Colorado, including the cities of Denver, Aurora, Arvada, Boulder, Vail, Edwards, Aspen, Littleton, Centennial, Castle Rock, Wheat Ridge, Thornton, Westminster, Parker, Highlands Ranch, Cherry Hills, and Longmont, and throughout Denver, Arapahoe, Adams, Boulder, Douglas, Eagle, El Paso, Jefferson, and Summit Counties.
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