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Creating a will and more: Florida estate plan considerations

When individuals are ready to take the step to create their estate plans, there are smaller steps that they may first wish to follow. Individuals may want to decide whether creating a will, trusts or other important documents and accounts will best suit their situation. Florida residents may also want to ensure that they have their financial and other personal information in order. 

Keeping a record of information that will be addressed when it comes to estate planning could be a time saver. Parties may wish to organize their insurance information, credit card information, passwords for accounts and various other documents that could be useful to surviving family members after a person's demise. Once estate documents are created, parties may also wish to ensure that the necessary individuals know how to access those documents.

When creating an estate plan, individuals may also want to discuss the situation with their family members. As noted, it is important for family member to be aware of where the documents are located, but the details of certain end-of-life wishes may also need to be discussed. Because talking about death can be a sensitive subject for many people, explaining why the plans are in place could help family members -- especially younger children -- understand their importance.

Whether it is creating a will or taking further estate planning steps, individuals will have many aspects to consider. As a result, having information on various estate planning accounts and documents could help Florida residents determine which may be best for their circumstances. It may also be beneficial to look into ways to name responsible parties as trustees, executors and other important positions.

Source:, "Tom Bentley and Courtney Weber: 3 keys to estate planning", Tom Bentley and Courtney Weber, June 22, 2015

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