Estate planning checkup: 15 minutes to put you on a good path

Estate planning is sort of like golf, tennis or baseball; if you don’t have good follow-through, you’re probably bad at it.

Make a List of Your Stuff

Start by creating a single list, or if you own a lot of stuff, a lot of lists.

Somebody needs to be in charge of dispersing your possessions once you’re no longer around to do it.

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Find Your Estate Administrator

Someone needs to be able to  access this and will need to know where to find the passwords to all of  your accounts, checking, savings and so on.

Make a List of Your Financial Accounts

If you want a guarantee that things are going to work out the way you hope they will, you need to set up a will.

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Write a Will


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