Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, July 24, 2014

Leaving a Death File Behind

BundleNot having the necessary paperwork in order when you die can cost your family time, court fees, and delays in receiving inheritance. The first step is making a list of all the documents and information your family will need to settle your affairs, and either putting it in an electronic file or in one physical location. The location needs to be easily accessible, labeled, and well organized. Items that need to be included in the document bundle include:

  • Your will, trust documents, and contact information for the drafting attorney and listed executor
  • A list of and the account information for all financial accounts and reoccurring bills
  • Policy information for all insurance and benefits plans

See Beth Pinsker, What Should be in Your ‘Death’ File, Reuters, July 15, 2014.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


Estate Administration, Estate Planning - Generally, Trusts, Wills | Permalink

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