Did you know that nearly two-thirds of Americans do not have a will or trust? This oversight can lead to unnecessary legal complexities and emotional turmoil for loved ones during a time of mourning.
Taking the time to prepare now can profoundly impact how you are remembered and prove to be one of the most considerate gifts for your heirs. It also provides a sense of empowerment, knowing you’ve taken care of those you cherish.
Start your estate planning journey today. Whether you seek guidance from an attorney or an estate planning service, here are essential steps to consider:
- Review and Update: Ensure your will or trust reflects your current values and relationships with family, friends, and causes dear to you.
- Secure Storage: Keep the original signed document and a copy in a secure, easily accessible place such as a fireproof safe. Avoid safe deposit boxes, as banks have strict access rules. Your estate planning attorney can also provide secure storage options.
- Inform Your Executor: Make sure your chosen executor or personal representative knows the location of your will or trust. Share details such as the safe’s location and access information and provide them with your attorney’s contact information.
If you have questions about the best ways to ensure your loved ones know your plans, and if those plans include leaving a legacy gift to Mountain Family Health Centers, please contact Emily McGavin at (970) 928-1625 or emcgavin@mountainfamily.org. I’m here to help.