What Next?

For full functionality of this site, you must enable JavaScript in your browser. Please follow the instructions on How to enable JavaScript in your browser.

What makes LegalWills.ca the best?

This article explains the importance of keeping your critical personal information in a safe place, and suggests the traditional approach of storing this information in a safety deposit box. Of course, at LegalWills.ca you can also store this information online using the MyMessages™ service, to be distributed to your designated Keyholders® at the appropriate time; a far more practical and accessible solution to the same problem.

What Next?

December 18, 2004
Tamara Davis
Dodge City Daily Globe

So, you've planned carefully, consulted the professionals and have your estate plan in order. Have you considered, however, what would happen if you became incapacitated or died suddenly? Would your spouse, family, attorney-in-fact or successor trustee know what to do?

Would they know where to find your estate planning documents and any advance directives you have in place for health care? Do they know who should be notified? Are they aware of your insurance policies and the benefits that you or your survivors might be entitled to? Do they know what your assets are and where they can locate information about those assets if necessary? Do they know the names and addresses of your attorney and accountant? If you own a business, do they know what will be necessary to keep it operating, at least in the short term?

While you don't necessarily have to share all information with your family at the present time, it is important that they at least know where to find relevant information if and when they need it. Organize information regarding assets, insurance and advisors at this time, and inform your loved ones of where they can find this information if necessary. Make copies of your signed health care documents and give one to your physician and one to each of your designated health care agents. Keep the original of documents such as powers of attorney, titles, deeds and estate planning documents in one location, such as a fireproof file cabinet or safe deposit box. Be certain to add your successor trustee, designated executor or attorney-in-fact to your safe deposit box so that he or she will have easy access if necessary. Reviewing all of this information with your designated agent, successor trustee or executor while you are still competent and living could make things much easier on that person once you are no longer in control of your affairs. After all, one of the primary goals of a good estate plan is to make things easier for your loved ones at a difficult time.

Tamara Davis is an attorney in Dodge City, focusing her practice in the areas of estate planning, probate and business succession planning.

Create your Will, Power of Attorney and Living Will online at https://www.legalwills.ca/.

For More Information Contact:

LegalWills.ca
Email: [email protected]
Internet: https://www.legalwills.ca/

How It Works

When you create a Will or legal document at LegalWills, you can designate up to 20 different Keyholders®. Your chosen Keyholders® will be given the trust and power to unlock specific information within your account such as health care directives, funeral wishes, final messages, uploaded files, Power of Attorney, or Last Will and Testament.

You can also implement security mechanisms to prevent premature access to these documents. The entire process of creating your Will and other legal documents at LegalWills is seamless and iterative, meaning you can continue to make changes until you're happy with the final product.