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Collect and Secure Pertinent Documents.

4. Collect and Secure Pertinent Documents

Tending to the financial affairs of someone who has passed away can be time consuming while gathering the litany of documents that need to be assembled. For many families, this is a hassle due to haphazard record-keeping, poor planning and a lack of knowledge about where critical documents are located.

Many people think that estate planning is only for someone who’s old or who has lots of money. But that’s not always the case. Death comes to everyone and we must be all prepared.

Attorney Omar Zambrano that while people are alive, they should create an inventory or list of all assets, accounts and property, put that list in a safe place, and then tell a trusted confidante where the list is kept.


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