We're all bound to move on from this life, hopefully sometime in the distant future. One thing you can do for yourself and for your family is to wrap things up before then. It's important to make sure that things are done the way you want them done. I made my own estate planner when I was in my 40s. I update it every few years, and when the time comes, my niece should have all the information she needs to settle everything.
There are all sorts of places to find a format to use for your information. My lawyer suggested a book form Amazon, Peace of Mind Planner. It's very good, and only $12. I would suggest ripping it apart and putting it into a three-ringed binder. That makes updates easier, and you can also delete sections that aren't relevant.
My own is a three-ringed binder with dividers. The sections are:
- Vital Information
- Power of Attorney, finances
- Power of Attorney, Power of Health Care
- health care notes
- what to pay, close, cancel
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