Part of the work of this office involves assisting estate representatives with the probate and administration of wills and estates. Such tasks are usually easier when the decedent has planned appropriately. A number of free estate planning toolkits are available online to help with that. The AARP Foundation offers one of the more comprehensive products. The AARP toolkit includes both a “Lesson Book” (with ideas on creating an effective estate plan) and “Record Book” (for inventorying assets and reporting on the existence and location of important legal documents, including wills and other). Go to https://giftplanning.aarp.org/personal-estate-planning-kit, download the books and take the time to review them. Afterwards, please be sure to let this office know if we can be of further assistance.
