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It Takes More Than a Will – Woodstock, Georgia Elder Law Attorney

People often think that if they have a will along with other basic estate planning documents, then they have everything that they need for someone to administer their estate. This is an erroneous assumption.

Properly planning an estate requires a lot more work than just having basic estate planning documents, such as a will, trust and powers of attorney. It also requires that you think about all of the little things someone might need to know to effectively administer your estate and wrap up your affairs. In a recent article titled There’s More to Estate Planning Than Just the Will,” the New York Times details some other information you might need to gather and make accessible to someone administering your estate.

The list includes:

  • Passwords and Login Information – For someone to administer your estate, they need to know how to access your accounts.
  • Tax Documents – If the IRS decides to audit you or your business after you pass away, it will be important to have your tax documents and receipts.
  • Medical History – Younger relatives may someday need to know about what illnesses run in the family.
  • Regular Bills – If a company routinely debits your bank account or credit card, an administrator needs to know about this so the payments can be stopped.
  • Keys – Make sure someone will know how to open everything in your home.

While the list from the New York Times is not exhaustive, it certainly is a great start. Every estate is different. However, every estate is similar in that the estate plan needs to include more than just the standard legal documents. It also needs to include information about how to effectively administer your estate.

An elder law attorney can assist you with how to make sure that your estate plan includes everything that is truly needed.

Reference: New York Times (September 5, 2014) There’s More to Estate Planning Than Just the Will

Hear From Our Clients
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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce