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    • Home
    • First Steps
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UnexpectedPassing.com

Beyond Wills & Estate Planning
  • Home
  • First Steps
  • Death Planning
  • Funerals, Etc.
  • Financial Details
  • Real Estate
  • Digital Footprint
  • Subscriptions
  • Shared Stories
  • Checklists
  • About Us & Site Policies

Wills, Trusts & Estates

Basic Legal Information

Our intent on this website and in your death preparation discussions is NOT to provide advice or detailed information regarding your wills, trusts, and estate plans! 


You need to consult and work with a lawyer in your home state to decide what works best for you and your situation.


However, it is important to distinguish between these three documents, so that you will understand why death planning and our When I Leave You guide (click below to download) are so important :

  • An estate plan is comprehensive and includes documents that are effective during      your lifetime - such as a trust - as well as other documents that aren't in effect until your death - the will
  • A will details where you want your assets to go at your death and can include additional information, such as who you would like to serve as guardian of your minor children
  • A trust normally holds assets and is effective as soon as it is formed

  

What is important for you to do during your death planning process is to ensure that the information in any of these legal documents is included on your death detail preparation form, such as our When I Leave You guide. 


At a minimum, the  information you to include is:

  • Name of your estate lawyer(s) and law firm(s)
  • Address of your personal lawyer and the firm
  • Telephone and email contact information for each individual and firm
  • Name of the Executor of your estate
  • Address of the Executor of your estate
  • Telephone and email contact information for the Executor of your estate


Please be sure to have your Final Will signed and witnessed !

and

Give a copy of all of these documents to the Executor/Executrix of your estate!

More on Death Planning

Personal Details

What is your full legal name? 

More

Death & Documents

Before death, the three most important documents are a Power of Attorney (POA), a Healthcare Proxy (HCP) and a Living Will.

But none of these are valid after your death

More

Insurance

Life insurance may be the first that comes to mind, but there are more...

More

Dependents

During your life , circumstances change. Remember to update pre-plannning documents and your final wishes periodically

More

Special Collections

Leave instructions for special items and collectibles. You probably understand their value better than other

More

Other Featured Sections

First Steps

Financial Details

Funerals, Etc.

Where to begin the process

Step-by-step guide on what to do first. Calls, paperwork, care arrangements, etc.

More

Funerals, Etc.

Financial Details

Funerals, Etc.

New Orleans Jazz Funeral

Where do you start? Physical remains, funeral options, death certificates, memorial services and more...

More

Financial Details

Financial Details

Financial Details

Bank accounts, investments, pensions, property, etc.

Next hurdle - how to handle financial records and accounts

More

Real Estate

Digital Footprint

Financial Details

Home & Property

Key reiminders on securing residences - owned and rented, apartments and houses - after a loved one's death

More

Digital Footprint

Digital Footprint

Digital Footprint

Social Media & Digital Presence

What you need to know to protect and eliminate the deceased's digtial presence

More

Subscriptions

Digital Footprint

Digital Footprint

Magazine subscriptions, memberships and more

Don't forget subscriptions, memberships, and more...

More

Shared Stotries

Shared Stotries

Shared Stotries

Funny, helpful and special stories shared by others to help you through the process

More

Checklists

Shared Stotries

Shared Stotries

For each section, download and personalize a pdf checklist

More

When I Leave You & Death Planning Checklist

When I Leave You - Our preplan document


Death Planning Checklist

When_I_Leave_You (pdf)

Download

Death Planning Checklist (pdf)

Download

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