I just posted a very brief article on how important it is to keep records organized, to alert your executor to the location of your will and trusts, and to maintain a method of accessing passwords.  The article also examines the benefits of memos to executors, trustees and family memebers on many topics such as distributing personal effects, distributions from trusts, and more.  There is also a link to a great Wall Strett Journal piece on the same subjects.

Please read more on creating an estate plan that will actually work.

For more information for executors and trustees, order our great report on the 10 Most Common Mistakes Pennsylvania Executors Make and How To Avoid Them or our series of materials on Enhanced Estate Planning.

David M. Frees III, Esquire
Estate Planning, Trust, and Asset Protection Lawyer
Offices in Chester County and serving the State of Pennsylvania
David M Frees III, Esquire
David's AVVO rating is Superb!  Click here for more information.

David Frees on Twitter: http://www.Twitter.com/davidfreesesq
David Frees on Facebook: http://www.path.to/FreesOnFacebook/
David Frees on LinkedIn: http://www.linkedin.com/in/davidfrees
Firm Estate Planning Blog: https://www.utbf.com/trust-estate
Executor and Esate Planning Blog: http://paestateplanners.com/blog
What do clients and lawyers say about David M. Frees III? Click here for more information.

David M. Frees, III
Connect with me
Attorney, Speaker and Author
Post A Comment