Mid-Year Estate Planning Checklist, continued

Welcome back. We are here today, to talk more about estate planning in Cary NC and things that should be updated during this mid-year review of your plan. Sometimes, things can happen within a six month period and we never think to reflect these changes within our estate plan. Whether it's a new born child, a graduated child, divorce or business matter, you'll want to ensure these things get documented in the case that your plan might need to be used in an untimely manner. While we hope something like this never occurs, it's always a good option to be prepared for it. Not only for yourself, but also you family.

Documents to Update | Estate Planning in Cary NC

In our last blog post we compiled a checklist of things that should be considered for review. Also, if you're behind on estate planning in Cary NC and need to get things organized and sorted for filing, this list will help with that, as well!

Checklist for Estate Planning in Cary NC

  • Names and phone numbers of those that should be notified as you pass or become incapacitated
  • Notes receivable information
  • Payable notes
  • Personal loan amounts due
  • Pre- or post-marriage certificates and agreements
  • Previous years’ income tax returns for state, local and federal
  • Property titles
  • Retirement information
  • Savings accounts
  • Social Security number

Remember, no matter if you're married, single, wealthy, a parent, it's important for all adults to have an estate plan and the proper documents in place at the beginning of each year. If you failed to do that at the beginning of 2016 or need to update due to a situation change, please feel free to contact our estate lawyers in Cary NC, today to get started with your plan.
For more information on mid-year estate planning updates,, visit back with our previous blog soon. Our lawyer further discusses this important matter.

Eldreth Law Firm, PC | Estate Lawyers in Cary NC

As always, feel free to contact us with any questions or concerns you may have about estate planning. Also contact our estate lawyer to schedule a consultation if you have yet to start estate planning. It's never too early to make plans for your wishes upon death. In addition, our attorney is here to help you with all your legal matters, whether it be estate planning, trademarking, copyrighting, or DWI issues.

No Comments Yet.

Leave a comment