1. Write a Last Will & Testament

    A well executed and notarized will clearly states your wishes on what happens to your finances, assets and minor children when you die and is an official document in a court of law.

  2. Create a Living Will/Advance Medical Directive

    A living will allows you to communicate medical decisions if you become physically or mentally unable to state them yourself.

  3. Create Powers of Attorney

    Durable powers of attorney are documents completed that appoint an individual to make decisions on your behalf if you are unable.

  4. Establish a Trust

    Your beneficiaries, such as minors, may not be eligible to receive the proceeds you’ve left to them until a later date. A trust holds and manages possessions until the beneficiaries are legally permitted to receive them.

  5. Maintain Insurance

    Buying and maintaining life Insurance, medical Insurance and savings accounts such as 401ks and IRAs will help avoid and relieve financial burdens your loved ones may encounter after your passing.

  6. Organize Your Finances & Personal Information

    Keeping good records of your bank accounts, insurance policies, investments, loans, personal information such as Social Security number, birth certificate, passwords and will make it easier for those designated to access and finalize your estate.

  7. Validate & Store Your Records

    Make sure to take all necessary actions to ensure your documents are properly organized, legally validated and stored.