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People you should consider informing about your estate plan

On Behalf of | Feb 5, 2024 | Estate Planning

An estate plan can address choices that you may consider no one’s business but your own. For example, who you want to bequeath assets and whether or not you would like first responders to try and resuscitate you are personal matters.

Keeping it all to yourself is unwise, however. Sharing appropriate parts of your plan with a few people can make things easier for others down the road and may help everyone to respect your wishes when the time comes.

Those you wish to nominate for specific roles

You should not nominate someone for a position of responsibility without their agreeance. Otherwise, they might not step up when you need them to. Roles such as executor, power of attorney and guardian of minor children involve significant time and work, so it’s crucial to discuss what it would involve with those you wish to name. In the case of a health care power of attorney, you should also talk to them about your preferences so they can make the decisions you would want.

Anyone who might be upset

Let’s imagine you have fallen out with one of your children to the point where you wish to disinherit them. Don’t leave it for them to find out once you’re gone. That will only cause problems for those to whom you do choose to leave assets. Instead, take the time to inform them they will not be getting anything so that they understand what to expect.

By seeking legal guidance, you can better ensure that your estate plan reflects your unique needs and wishes. Then, once your decisions are set, you can inform those who need to know details of your plan.