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What Your Family Needs to Know About Your Will

June 18, 2024

Estate planning is a crucial part of future planning that many people consistently ignore. It can be difficult to discuss these types of details because people don't like to think about death or dying. However, not discussing these details can be damaging to family relations and finances. In addition to planning your estate, there are certain things you need to inform your family of concerning your plan. Here are a few things you should share with your family during or after you've completed your estate plans with an estate planning attorney.


Share the Location of All Relevant Documents

First, you need to share the location of all relevant documents with a few trusted relatives. You don't need to share this information with everyone, but it's wise to share it with more than one person. It's also necessary to get all of these important documents collected into one organized space. This is a huge kindness that you can do for your loved ones so that in the event of your passing, there isn't added stress as people try to search for the necessary paperwork. According to LegalZoom, more than half of people don't know where their parents keep important documents or estate planning documents. This is an important step to take to ensure things are properly taken care of in the future.


Share Your Intentions for Executors

You will also need to share who you intend to name executors with your friends or relatives. This will actually need to be done during the estate planning. An estate planning attorney can help to advise you on how to choose an executor if you're unsure. These individuals will need to be informed and agree to these tasks in order for your estate plans to be legally finalized.

It's often recommended that there be more than one executor in order to establish accountability and to cut down on family strife. This also goes for the beneficiaries of insurance policies. Although the beneficiary doesn't necessarily have to agree to be named, it's helpful that they be informed to cut down on confusion in the event of your passing.


These are just a few things you should share about your estate planning activities. If you're looking for an estate planning attorney to help you with these types of preparations, please contact Bethany Ellison Malone, Attorney At Law today. With over two decades of experience, we look forward to helping you make your future planning easier.

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