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guiding colorado families and Their Trusted Advisors During Times of Need

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

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Recent Blog Posts

3 basic steps that help protect you as the executor of an estate

Agreeing to serve as the executor of an estate is like taking on another part-time job in addition to whatever work you do and your responsibilities for your family. The testator whose estate you handle will likely have made arrangements to compensate you with some...

Keep these things out of your will

Creating a will is an important part of getting your estate plan together. While you might assume that you can include anything you want in the will, there are some that shouldn’t ever be part of a will.  Making sure that you have everything in order when you’re...

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As you plan for your golden years, you probably envision yourself living independently, traveling or spending a lot of time with your favorite family members. While an optimistic outlook in life is beneficial, it may not be very helpful for you during estate planning....

3 ways to help protect your elderly loved one

When an elderly person in your family begins to need support, it’s vital for you and your family members to step in to protect them. One of the risks as they age is that they could be exposed to those who would abuse them or take advantage of them. Fortunately, you...