8 tips for estate planning
Make sure your family members know where to find vital documents
Its a good idea to prepare a list that shows where all important documents and assets are stored. This should include birth, marriage, and death certificates, especially of children, spouses, and other potential heirs. You will also want to include important financial records, such as stock certificates, insurance policies, and retirement account statements. Be sure to provide your executor with the names of your attorney, accountant, stockbroker, and other advisers.