Signed Documents, Now What?

📢 Exciting News! You have completed the signing of your estate planning documents! 🖋️✅

Now that this important milestone is accomplished, here are your next steps:

1️⃣ Document Security: The signed estate planning documents need to be secured in a safe and protected location. We suggest a fireproof and waterproof safe within your home.

2️⃣ Share the Details: It’s crucial to keep loved ones and key individuals in the loop. You need to inform your trusted family members, and appointed executor, about the existence and storage location of your estate planning documents. By doing so, you ensure that the right people have access to the necessary information when the time comes.

3️⃣ Professional Guidance: Don’t forget to update your Insurance agent, CPA or anyone handling investment accounts for you if you need to change or update beneficiaries.

We cannot emphasize enough the importance of estate planning. It’s a proactive step towards protecting your assets and ensuring that your loved ones are taken care of. We encourage you to continue to review and update your plan as necessary, making sure it reflects any changes in your life circumstances.

If you have any questions, please call us for a free consultation at 318-869-0055, or visit us at🤝💼