To reach us online, simply send an email. To schedule a free consultation, contact our office in Cumming. You can consult a lawyer at Hodges Law Firm, LLC to go over your checklist and make sure you have everything in order. _ FOR VETERANS ONLY, copy of all medical expenses paid for the past 12 months (to include all prescriptions, eye exams and glasses, hearing aids and batteries, home health aids, assisted living costs, etc.) Go Over Your Checklist With A Lawyer _ Copy of current will, powers of attorney and trusts Learn of basics with Perigon Statutory Services. _ List and explanation of all deposits and withdrawals for $1,000 or more Creating into estate plan in Georgia is critical, no matter what set are life yourself and get familial are in. _ Prepaid funeral and/or burial contracts Misc. _ Cash surrender value on all life insurance policies with face values above $5,000 _ Real estate deeds (and/or closing papers on real estate sold within 3 years) _ All investment account statements for most current 3 months _ All bank account statements for most current 3 months (all pages) _ Any outstanding loans that are being repaid to you Resources _ Annuity statements for most current month _ Any other retirement payment statements for most current month _ Pension statements for the most current month _ Social Security yearly award letter stating monthly benefit for current year (you should receive this sometime in December of the prior year) _ Military discharge papers, DD-214 Income _ Death certificate of spouse (and any other predeceased spouses from both parties) _ Marriage certificate (of all marriages for both spouses) When you download our checklist, well email you with information on how to schedule a FREE Georgia Family Treasures Planning Session at our Marietta office. Thu, 08:50am to Fri, 12:15pm EST - University of Georgia Center for Continuing Education & Hotel - Athens, Georgia. 175.00 - Audit (NO CLE CREDITS) Audit (NO CLE CREDITS) is 175.00. _ Private health insurance premium statements Thu, 08:50am to Fri, 12:15pm EST Schedule at a glance. But writing a Will is an important, necessary part of every Estate Plan. _ Social Security card (for both spouses if married) As you do tackle your estate plan, here are the key jobs to check off your list: 1) Create a master directory. It’s not uncommon for Will preparation to feel like a daunting task when you first approach it. This person will inherit anything left over after your estate distribution.The following is a checklist of items needed for Medicaid verification: Biographical You can also name a beneficiary in a “residuary” clause in your will. If you name beneficiaries to those accounts in your will, make sure the names match to avoid any confusion.Ĭhoose backup beneficiaries for your assets in case a person is unavailable or dies before your estate distribution. You should name your beneficiaries on your bank accounts, retirement accounts, and life insurance policies. ☐ Designate your beneficiariesĪ beneficiary is a person or institution inheriting a piece of your estate, such as money, physical property, or control of or interest in a business. Many people also make arrangements for pets. Your will and life insurance policies are the primary ways to plan for the needs of your surviving spouse and make guardianship designations for children and other dependents. The purpose of listing your family members is to account for the needs of immediate family and dependents. In that case, it will come out of your estate. That’s because certain debts must be paid-even after death. Engage an attorney with expertise in estate planning to ensure that your documents comply with relevant laws and regulations. Listing liabilities, like mortgages, lines of credit, and other debt is a good idea as well. In this task, you will retain the services of an estate planning attorney to review and finalize all of your estate planning documents.
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