What You Need to Know About Estate Planning

Reader Comments
Back to blog

Merrill Lynch used to (and might still) put out a number of forms that made it easy to list assets and passwords. Nolo has a book that has such forms on CD, but DO NOT PUT THE VITAL DOCUMENTS TOGETHER WITHOUT AN ATTORNEY.

Adam of NJ 8:01PM September 27, 2011

Beyond having the important documents referenced in this article, we also suggest that our clients create an inventory of what they have, where it's located, and who to contact -- so that their family can find and implement the estate plan. In fact, our EstateLogic program (http://www.estatelogic.com) helps you create the inventory -- online. It covers the whereabouts of your important legal, financial, digital and personal information, and provides an e-vault for storing what matters most to you.

EstateLogic of CO 12:02PM September 27, 2011