Estate Checklist

This podcast outlines the importance of preparing an estate information checklist to ensure that your affairs are in order so your wishes can be more easily carried out upon your death.

In this episode, Bruce Moody speaks with Lisa Valentine, program manager for Casualty, Mortuary Affairs and Military Funeral Honors, who discusses how this comprehensive checklist guides family members on matters such as who to notify upon your death (for example: the Social Security Administration), how to access vital documents and what needs to be done to ensure your family receives the benefits to which they are entitled.

Resources:

• Use the “Estate Information Packet Checklist”
• View the article, “Estate Planning ─ The Essentials”
• Read the article, “Estate Planning”