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See complete list by downloading the for the present​

  • 💰 Make sure all bank accounts have direct beneficiaries 

  • 📝Make a list of all bank and account numbers.

  • 👨‍👩‍👧‍👦Living Will

  • 👩🏽‍⚖️Durable Power of Attorney

  • 🏥Power of Attorney

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See complete list by downloading the for the future

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  • 🏡 TOD = Transfer On Death deed if you own a home.

  • 📚 Title Transfer of vehicles

  • 🛍Last Will and Testament: 

  • 📚 Funeral Planning Declaration


IMPORTANT TIPS TO FOLLOW

If you follow these steps you can AVOID probate.

  • If not done, you have to open an estate account at the bank. All money that doesn’t have direct beneficiaries goes into this account. You have to have an attorney to open the estate account. The attorney also has to publicize your passing in the newspaper or post publication at the county courthouse, to allow anyone to make a claim on your property. - It’s a complete PAIN. 

  • MOST IMPORTANTLY!!!! - Talk with those closest to you and make all your wishes KNOWN. Talk to those whom you’ve designated, as well as those close to you whom you did not designate. - Do this to explain why your decisions were made and to avoid any lingering questions or hurt feelings. 

  • List of tips for someone who transitions or after death

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