Welcome to www.OnlineOrganizing.com -- A World Of Organizing Solutions Your Order Your Shopping Cart About Us Contact Us Site Map
Do You Need Help Getting Organized?Shop For Organizing And Business Development ProductsProfessional Organizing ServicesFind A Seminar, Workshop, Or Keynote SpeakerRead Our Two Free Monthly NewslettersFree Organizing Tips And AdviceResources For Professional OrganizersLearn How To Become A Professional OrganizerUseful Organizing Website LinksUseful Organizing Website Links


Search for:

Category:

You Are Here: Home - Expert Advice - The Organizer's Toolbox - Tip Sheets

NEW! - Keywords For This Page:   Finances - Death - Homes - Estates

Estate Organizing Checklist


Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.


CONTACT INFORMATION

  • lawyer and executor of your will
  • accountant, CPA, and bookkeeper
  • stock broker, investment counselor, and financial advisor
  • insurance agents (life, home, auto, etc.)
  • business associates and partners
  • family, friends, and colleagues

DOCUMENT LOCATOR

  • legal (wills, powers of attorney, trust documents, safe deposit box)
  • family (birth, adoption, guardianship, citizenship, marriage, divorce)
  • banking (loans, list of accounts, statements, cancelled checks, passbooks)
  • investments (CD, securities, stocks, bonds, retirement, annuities)
  • business (incorporation papers, contracts, agreements, computer back-up)
  • deeds and titles (title insurance, property, home inventory, vehicles)
  • insurance (life, death benefits, property, health, homeowners, auto)
  • military (service records, discharge, pension)
  • ID (passport, driver's license, social security card)
  • income tax records

PLANNING IN ADVANCE

  • Have you outlined your funeral arrangements and burial plans?
  • Have you purchased a cemetery plot?
  • Have you purchased a pre-paid funeral or cremation plan?
  • Have you selected the music, prayers, and readings for your service?
  • Have you made it known what you don't want to happen at your service?
  • i.e. religious prayers, open casket viewing, etc.

TAKING CARE OF YOUR LOVED ONES

  • Have you set up guardianship papers for your children?
  • Do you know how much money your family needs to replace your income?
  • Do you have adequate current life insurance to cover your family's needs?
  • Do you have enough money specifically set aside to pay the cost of dying?
  • including inheritance taxes, executor, and probate fees
  • Do you have money set aside or LTC insurance for long-term medical costs?
  • Do you have beneficiaries for your accounts, investments, and insurance?

TAXES

  • Have you set up a trust to protect your assets from undue taxation?
  • Do you know how much inheritance tax will be due on your assets?
  • Do you know how much it will cost to have your will probated?
  • Have you left assets to your spouse which can be received tax-free?
  • Have you begun gifting tax-free money to your children prior to your death?
  • Are you planning to make a charitable gift as part of your estate plan?

YOUR WISHES

  • Do you have a current, up-to-date, signed will?
  • Do you have a financial power of attorney set up?
  • Do you have a living will and medical power of attorney?
  • Do you have a current signed organ donor card?
  • Have you given copies of these documents to your executor and attorney?
  • Have you clearly outlined how you want your possessions distributed?
  • Have you labeled any items you want to go to specific people?

 


Would you like to reprint this tip sheet in your publication -- or distribute it to a wider audience? Click here for reprinting instructions.

Click here if you would like to submit a tip sheet or checklist...

Add this page to your Bookmarks!

E-mail this page to a friend!







www.OnlineOrganizing.com is a service mark of Bradford, LLC.
Content on this site is © Bradford, LLC, All rights reserved.

If you notice any problems with this site, please contact our webmaster.
And if you don't see what you need you are welcome to "ask the organizer" any question!

To see what people are saying about www.OnlineOrganizing.com, check out our visitor comments.

Click here to view our privacy policy.

Calendar Of Organizing Holidays And Events Blog Central Sign Up For Our Free Online Newsletters Join The Conversation At Our Organizing Discussion Board Advertise Your Company On Our Website Be An Affiliate Of www.OnlineOrganizing.com
Check Us Out On FaceBook