So my action plan is this:
1) Research on what documents I'll need to officially file. I'll do this with online searches and discussions with people I know who have experienced sorting through a loved one's estate.
2) Collect my own documents of ownership: deeds, titles, and beneficiaries.
3) Call an attorney and make an appointment. Although I know one can make a will and a living will without an attorney, it will give me peace of mind that a licensed individual will be taking care of any technical language and procedural matters. Yes, even if it costs me a few hundred dollars.
4) File the proper paper work. And organize a quick folder in case of any untimely situation.
The third item to my action plan will be the hardest. I am a procrastinator by birth. And despite good intentions. For some reason or another I tend to drag my feet.
A few years ago this appeared in the Wall Street Journal. A good visual for my endeavor, and perhaps for yours as well.
We have a will, but I need that visual you have. I'll come back to it time and again so I can get things in order, too.
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