The Important Documents You Need to Have in Place Before You Die:
- A Will And Living Will. Having a prepared, signed, and certified will is perhaps the most important document one needs to have ready before they die
- Power Of Attorney. A power of attorney comes in two forms: A financial power of attorney as well as a healthcare power of attorney.
- Financial Accounts. There are two important things to gather for this bucket: Your latest tax statement and all the information to access your bank and financial institution information.
- Funeral Plan. To make things easier on your grieving loved ones it may be a good idea to lay out exactly how you want to be memorialized.
- Proof of Ownership And Proof of Marriage. Both proof of ownership and proof of marriage documents are critical to helping your spouse move forward with ease after your death.
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We are here to help you through the process for your end-of-life care.
Ron Nelson is our preplanning expert ready to help you when you are.
Give Ron a call at 262-658-4101 or email Ron at [email protected]