Top Tips for Talking About Your Estate Plan

As you gather with family for this holiday season, keep in mind that talking about your estate plan could become difficult if you have plans separate from what your loved ones intended. However, this is also a great opportunity to stay focused on what you need to share and how best to support your loved ones.

First of all, make sure that someone has access to the information that will be necessary in the event that you pass away. For example, your estate planning attorney should have a copy of everything but you may also wish to let a loved one know where relevant information such as your documents are stored, like in a safe deposit box or access to your password related information.

You may want to have your loved ones step in to deactivate or memorialize your social media accounts, for example, but they may be unable to do this if you do not provide them with the appropriate tools to get it done. It can be difficult to manage these accounts event after someone has passed away and you have relevant proof that they are indeed deceased.