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The Law Office of Dana L. Green, APC

Estate Planning Attorney, Wills, & Probate in San Diego, California

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Take Time to Write: A Letter to Your Loved Ones Is An Important Part of Your Estate Plan

April 9, 2020 By The Law Office of Dana L. Green, APC

If you’re stuck inside during the COVID-19 lockdown, you might have some extra time to think about your estate plan.

One of the most important things you can include in your estate plan is a personal letter. This would be a perfect time to gather the following information and write a letter as a helpful part of your legacy.

12 Important Topics to to Include in Your Estate Plan Letter:

  1. A list of all of your assets and the location of any assets that may not be readily accessible
  2. All of your account information, including passwords, PIN numbers and account numbers, for any bank accounts, retirement accounts or life insurance policies.
  3. Contact information for anyone who helps you with your finances, including attorneys, brokers, bankers and financial advisors.
  4. Informal directions about how you would like the trustee/executor to disperse your heirlooms or other sentimental possessions.
  5. If you’d prefer people to make donations in lieu of flowers at your funeral, information about which charities you prefer.
  6. Where your trustee/executor can find your most recent tax returns, social security statements, birth certificate and other important documents.
  7. Where your trustee/executor can find any real estate titles/deeds or oil and gas leases, etc.
  8. Your Social Security number
  9. Where your trustee/executor can find any divorce, citizenship papers, military records or applications.
  10. Contact information for any creditors (mortgage, car, credit cards, etc…)
  11. If you have pets that will need a home, who should your trustee/executor contact when the time comes.  Include any information that your pet’s new owner would need to know (food, medications, allergies, favorite bed or toy, vet, etc…)
  12.  Words of Wisdom

Just copy this list into a document and start filling in the blanks. This letter will be an invaluable gift.

Don’t forget to make yourself a copy… keep it somewhere securely and you might even find yourself referring to it often to find contact information and important information!

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Filed Under: Estate Planning, Wills

Dana Green is an estate planning attorney in North County San Diego. With over 30 years experience, Dana can take care of all your estate planning needs.

Contact us today for peace of mind tomorrow!

Call 760-814-0158 or contact us here.

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Dana Green is an estate planning attorney in North County San Diego. With over 30 years experience, Dana can take care of all your estate planning needs.

Contact us today for peace of mind tomorrow!

Call 760-814-0158 or contact us by email.

Contact Dana Green Law

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Article Topics

  • Advanced Health Care Directives
  • Avoid Probate
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  • California Probate
  • Dana Green, Estate Planning Attorney, San Diego
  • Encinitas Estate Planning Attorney
  • Estate Planning
  • Estate Tax
  • Financial Guru
  • Health Care Directive
  • HIPPA Authorization
  • Irrevocable Trust
  • Living Trust
  • Living Wills
  • Medical Billing Advocacy
  • Power of Attorney
  • Revocable Living Trust
  • Steve Jobs
  • Taxes
  • Wills

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February 2023:
The Law Office of Dana L. Green is open and maintaining regular office hours. Our team is working remotely.

 

Feel free to call or email us. We are meeting clients virtually or in person, following COVID best practices.

 

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