Why Every Estate Plan Needs a Key Contact Log
A Key Contact Log is an essential part of any estate plan, helping loved ones quickly reach the right people such as attorneys, doctors, and financial advisors during emergencies or after a death.
A Key Contact Log is an essential part of any estate plan, helping loved ones quickly reach the right people such as attorneys, doctors, and financial advisors during emergencies or after a death.
Effective estate planning goes beyond legal documents; it's about equipping your executors, heirs, fiduciaries, family, and friends with the resources and tools they need to seamlessly continue your affairs. Organizing critical information is a cornerstone of this process, ensuring that not only the legal aspects but also the practical aspects are in place for a smoother transition when you're no longer here.
By following the checklist below, small business owners can proactively address estate planning considerations to protect their business interests and ensure a smooth transition of ownership and management in the future.
Discover the importance of a printable checklist for what to do when someone dies. Buried in Work provides a comprehensive checklist to guide you through the necessary steps. Visit our website for more information.