March 15

Estate Planning – Personal Documents

Posted by lori . 7 Comments

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If I died today, what would I wish I’d taken care of?  Every Thursday in 2012, I’m taking a look at that question.  This month, I’m thinking about estate planning tasks.  This is a huge topic, so I’m starting by listing out all the things that “ideally” should be done, so I have an idea of what I need to do and what I need to gather together.  Laws are different in every state, so my husband and I plan to visit an estate planning attorney to make sure we’re doing what we need to do; but I thought preparing my “lists” would be a good first step…something to get my mind in the game.  I’ve made three separate lists – Important Documents, Business Documents and finally, Personal Documents.  If you notice I missed something, please let me know in the “Comments.”  These posts are not authoritative, rather they are like one friend talking to another, sharing plans.

List of friends (off-line and online) – Who should be contacted in the event of your death.

List of organizations in which you have membership – Other members may want to know and the organization may provide special death benefits, services or assistance.

Care instructions for pets – Who will assume responsibility for your pets?  You’ll also want to list the name of your veterinarian and any other important information.  This is a decision that involves you speaking with the person, family or group you want to take your pet.

Heirloom Album – A list and/or pictures of family heirlooms and the stories behind them.

List of valuables – Do you own valuable items that your heirs may not know are valuable?  I thought about this with regards to jewelry.  Most of my jewelry is costume jewelry, but I do have some “real” pieces.  A list of the “real” items could be helpful.

Letter of instruction – This will have any information you want your heirs to know and instructions for them to follow, such as  funeral wishes, the location of key papers, the location of keys, etc.  Many of the items above, could be listed in this letter of instruction.

I am completely overwhelmed by these three lists…but one step at a time.  Every task that’s completed will be helpful and make things easier “if I die today.”

Daily Inspiration

 

Since the day of my birth, my death began its walk. It is walking toward me, without hurrying.

Jean Cocteau

This entry was posted on Thursday, March 15th, 2012 at 2:00 am and is filed under If I Die Today. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

7 Responses to " Estate Planning – Personal Documents"

  • Declan says:

    You know what Aunty Lori? If I died today I’d wish I’d eaten that whole pack of Shmackos….. Deccy x

  • houndstooth says:

    My head is swimming after reading all your lists! I’m glad you’re organized for a lot of us!

  • Patty says:

    The sad thing is that I really don’t have any family to leave my things to. My in-laws are not going to want my family photos. LOL

    I always think it is sad when you see old photos at an antique store. It just seems so sad. I’m sure mine will end up in the trash.

  • Bassetmomma says:

    I love your estate lists. I wish I could get motivated to do it!

  • Puddles says:

    My peeps soooo didn’t think think of some of dis stuff likes da organization places or a list of valuables…I guess me and My Girl be da only real valuables…hehehehe.
    Thanks, fors dis, it actually helped for some things they was thinking bouts.

    They not want no funeral though. They be soooooo weird!

    Puddles

  • Kat says:

    You know..nobody (in our culture?) really wants to think about dying…but better to do these kinds of organizing things than have those you leave behind have no idea of what you would have wanted, etc. Very thought-provoking.

    On a side note, thanks for continuing to check on my blog even when I go through these wacky crazy busy times and don’t keep up so well with mine or anyone else’s!

  • You’re so organized!
    Dachshund Nola


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