Documents Needed for Estate Planning

You work hard providing for your loved ones during your life. You can also provide for them when you are gone with a simple estate plan that legally conveys your desires to all your heirs. Here’s a short list of some of the basic documents you should consider including in your estate plan. Information memo.┬áKeep a list of your insurance policies, brokerage accounts, businesses you own, outstanding debt, credit cards, tax-related documents, and names and