While no one enjoys discussing the subject of death, it’s necessary to prepare for the unexpected. Be sure your parents have provided their loved ones with all the necessary information to handle their affairs; funeral arrangements, banking information, and the location of valuable documents. They might have this information hidden in different areas throughout their home, or placed in a lockbox that they alone can access. How would you track down all their documents once they’re gone, and can’t tell you where to go?
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This document includes several key questions they need to complete, including:
- Banking information
- The location of key documents
- Any requests for funeral arrangements
Other important details and requests can be attached to this document as needed. As your parents read over the guide, make a note of any documents that need revising, such as a will. Don’t wait to update these essential documents. Our focus is to get everything up and running as smoothly as possible.