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Home >> The Lists You Need to Make

The Lists You Need to Make

May 23, 2011 by Robert Kulas. Leave a Comment

Not too long ago, a blog post caught my attention. It’s entitled Estate Planning So Your Executor Doesn’t Desecrate Your Grave. In it, Andrea, the author, gives a compelling argument for getting yourself organized so that you don’t leave a mess for your family to clean up.  Her estranged father, unfortunately, left behind an estate that was completely disorganized – no Will, no guidance as to which bills needed to be paid or which important people needed to be contacted – and Andrea, as his personal representative, got to clean up the mess.

Andrea talks about the fact that you not only need a Will, you need to make sure that the person you name as your executor knows they’ve been given this honor, and that they agree to it ahead of time. She also talks about the fact that you need to leave lists for your executor, including:

  • A list that contains all the information about your financial accounts, including who to contact concerning each account, account numbers and passwords, and information about the assets contained in each account, plus the names of any beneficiaries.
  • A list for all of your bills and debts, so that your executor knows how much is owed and who to contact.
  • A list of people who should be informed of your death, complete with updated phone numbers and addresses.

This is a good start, but depending on your financial situation and other factors in your life, you may need a more comprehensive estate plan. And, no matter who you are, you need an incapacity plan so that your family is not left to deal with a financial mess in the event that you become disabled.  An experienced estate planning attorney can help you make a plan so that you don’t leave behind a mess for your loved ones to clean up.

Filed Under: Estate Planning, Wills and Trusts Tagged With: Estate Planning, wills and trusts

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I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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Janice M
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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
Krissy L.
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

default image
Krissy L.
Leo C.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

default image
Leo C.
Mildred W.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

default image
Mildred W.
Joan C.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
L.G.K.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

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L.G.K.
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