Keeping your financial records organized and easy to access will be well worth the time spent in the event of an emergency. In order to help you get started, we have put together an Estate Organizer. The Organizer is a form for you to indicate who needs to be contacted in case something unexpected happens to you, and offers a place for you to list where all of your assets and documents are located.
Be sure to keep this somewhere it will be found in an emergency, such as your home office, with your original Will, and/or in your safe deposit box. It is also important to update this document regularly, such as at the beginning of a new year. Once you have completed this form, don’t forget to communicate with someone where they will find this information!
If you need assistance with any aspect of your estate plan, please call us at (972) 449-8557 or contact us online. With an office in Celina’s historic downtown square, we serve communities throughout the region, including in Collin County, Denton County, Grayson County, Cooke County, Tarrant County, and Dallas County.