Schedule A Consultation Today 425-333-2358

Helping You Plan Your Future And Solve Your Problems

View Our Practice Areas

3 important parts of estate plans


Most Kent area residents don't want to think about what is going to happen when they die. It's a depressing topic for a lot of people and can create worry and sadness. Of course the inevitable will happen one day and having an estate plan is important. There are three important keys to having a good estate plan for heirs.

The first significant part of an estate plan is to have all important information readily available. Having an organized record that lists out accounts and legal documents is key in making sure heirs can easily find the information. The record should include professional contacts and family contacts, location of the will, living will and other estate documents, insurance information, list of all financial institution information, home and car insurance, credit cards, beneficiaries of accounts and user name and passwords for online accounts.

Second, once this information has been properly documented and secured communicating with family is important. Family members should know if they have key roles in an estate plan, such as a beneficiary, executor or guardian of children, and confirm that they are able to take on these roles.

And finally, people should communicate their wishes to their loved ones so that when they die their family will know what people would want with both medical and financial decisions. A legal professional skilled in estate planning can help a family with their estate plan needs and best communication practices. An estate plan doesn't need to be depressing and it can be such a relief to have everything taken care of in the way that people want it to be.

Source: The Tribune, "Tom Bentley and Courtney Weber: 3 keys to estate planning," June 22, 2015

No Comments

Leave a comment
Comment Information

Make Your Consultation Appointment

To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Email Us

Kent Office
8407 S. 259th Street
Suite 203
Kent, WA 98030

Phone: 425-336-2908
Fax: 253-852-0400
Kent Law Office Map

Kent Office

Spokane Office
505 W. Riverside Avenue
Suite 500
Spokane, WA 99201

Phone: 425-336-2908
Fax: 509-769-0202
Map & Directions

Spokane Office