March 2018

Looking for leprechauns
Photo by Thomas Schweighofer on Unsplash


Message From Peter

Most of our completed estate plans include a set of copies organized in a binder or folder with tab dividers separating your documents for easy reference.  This binder or folder also includes additional documents to make it easier for the person you have chosen to handle your affairs.  Some of the documents we include are as follows: 

  • Instructions on what to do if something happens to you;
  • A letter providing the location of important documents; 
  • Documents to list an accounting of all assets so that nothing is missed; and
  • A document where you can provide any thoughts or instructions regarding your memorial arrangements. 

Completing these documents, and making sure that the person you have chosen to handle these things for you knows where you are keeping your binder or folder, will make a difficult situation a little bit easier for them to handle, when that time comes.  Always remember to look through all of your final estate planning documents after you have picked them up from our office, and from time to time, to keep these supplemental documents current. 


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