Estate Plan – Personal Planning

In order for your plans to run smoothly after you are gone, it is essential to provide a trusted family member or friend with some of your confidential information.  Someone should be aware of your valuable items and important documents that are hidden away for safekeeping.  This person should know the location of spare keys (marked with what they are for) and know your security codes.  Your will and durable powers of attorney should also be readily accessible to your executor.  Something often forgotten, is to find someone who will care for your animal(s).  This person should know where your pet’s records are and instructions for its upkeep.

Need help with your Estate Plan?  Call Todd Courser 810-245-0813