Estate Plan
As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of relief in that the people, organizations, and even pets that we care about will be taken care of in the event of our disability or death.
Our estate documents sit on a shelf, live in a safe deposit box, or are stored on our computer. They can go unnoticed for years. Unfortunately, circumstances around us, such as tax law changes, the birth and death of loved ones, and the purchase or sale of major items need to be factored into our plan. We recommend that you review your estate plan with your attorney at least every five years or when a major change occurs. In addition, consider storing your estate planning documents in your Raymond James Vault found in the Client Access application. Learn more about your online vault here.
This checklist provides you with a reference point to determine if an estate plan update may be in order.
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