OK. so I am not dead. But I will be someday. That is not a morbid thought or curiosity, but the beautiful fact of life is that we all finish it the same way, we just don't know when. This theoretically may make your life more dense and full. I hope it does.
However, in this post I want to share something. I, like many of you, are my own client. I hold meetings with myself and my family, in the exact same fashion you and I talk. In my reviewing of my estate and tax plan this year, I realized Erika's name is wrong on my life insurance!!!! How embarrassing would that have been. Needless to say I am fixing the situation and updating my written procedures for her for when I pass.
In my process I came across an incredible website, www.Estateexec.com. It is basically a checklist for estate executors, processes, timelines, checklists. I highly recommend you at least take a look. I am not compensated in any way from this site, just a solid planning site I wanted to share.
Check you estate plan, check you insurance policy, write down your directions.