Congratulations on completing your Estate Plan!
Are you wondering what to do next? If so, you've come to the right place.
Estate planning is a deeply personal process and no single approach that works for everyone. These coordinating documents are designed to complement your estate plan and help you identify the next steps that best suit your unique circumstances. We encourage you to tailor them to your specific needs—feel free to edit, add, or remove information as you see fit to make them truly your own.
Use the attachment labeled Next Steps for a Completed Estate Plan to determine your next steps and receive answers to common questions, like:
Where should I store my Estate Plan?
Who should I share my Estate Plan with?
What additional information should I include?
Use the attachment labeled My Estate Plan Contacts, Wishes, and Additional Information to create an organized accounting of:
Contact Information for beneficiaries, professionals, and other key individuals.
Funeral/burial instructions.
Instructions for personal digital assets like social media accounts.
Clarify your intentions and goals for beneficiaries and trustees.
Attachments referenced above