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Mid-Year Estate Planning Checklist

While it might be hard to believe, it's already the middle of this year. It always seems like the years fly by. However, no matter how quickly time seems to pass, one thing remains the same; a need for estate planning updates. During the past six months, you might have had a life changing situation happen that should be reflected in your plan. Your estate lawyer in Cary NC should be notified and a meeting might need to happen in order to document these changes.

Meeting With Your Estate Lawyer in Cary NC

You may be wondering what type of things might affect your current estate plan if changed. Below, you'll find a checklist of all documents and information that should be kept up-to-date and current within your plan.
If you haven't taken time to get these documents organized and stored in a proper place, with you estate plan, also take this time to get them sorted, as well. You'll feel much better once they're all stored safely away in a file folder, all together.

Mid-Year Estate Planning Checklist | Estate Lawyer in Cary NC

It's a good idea to make sure you have the following documents and information updated and ready to use if at some point, it is needed. We all hope our estate plans won't be need in an untimely manner, but this situation could happen. That's why updating and organizing now is a great option.

  • Auto insurance information and policies
  • Auto loans due
  • Bank and/or Brokerage account information
  • Birth certificate
  • Business agreements for the following: corporations, partnerships, or sole proprietorships, location,
  • Buy/sell agreements
  • Checking accounts
  • Credit card or charge account amounts due
  • Debts owed or due
  • Deeds
  • Disability insurance information policies
  • Divorce paperwork
  • Employee benefit plan information
  • Health insurance information and policies
  • Investment accounts
  • Life insurance information and policies
  • Location information for mortgages,
  • Marriage certificates
  • Mortgage information for all owned real property

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 lawyer in Cary NC, today to get started with your plan.
For more information on mid-year estate planning updates,, visit back with our blog soon. Our lawyer will further discuss this important matter.

Eldreth Law Firm, PLLC | Estate Lawyer 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.

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