Organizing your documents helps the execution of your estate go more smoothly when the time comes. Gather copies of all the important documents that you may need for your estate plan.
Important documents may include:
Marriage, divorce, and separation documents
Adoption and birth certificates for children
Property deeds and titles
Business and investment share certificates
Having these documents alongside your estate planning documents can assist with proving ownership or relationship changes in the event of a dispute.
By laying out clear and legally sound estate plans and having all relevant documentation, you can help to make the process easier and less stressful for your loved ones.