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[quote=Anonymous]If you have a simple estate, you can use Legal Zoom or something similar to create an advanced medical directive, will, and financial power of attorney. Just make sure to make a few originals and sign them in front of a notary ($5 each at the UPS Store). It's better to get something down rather than do nothing.

Create a When I Die folder that lays out all your accounts, insurance, tax information, wishes, key information someone would need if they had to pick everything up for you. Then make sure to have lots of conversations with the person or people you are appointing in the above documents. For the legal documents, you can keep originals with different people or in different places whom you trust. These conversations are especially key if you have benefits that others might not be familiar with like military benefits or long term care insurance. You can't expect a 40 year old to understand Medicare coverage/Social Security, either, so it's good to explain.

Not sure of your age, but it's also a good time to do financial clean up. Close old bank accounts, consolidate, try to put things on autopay, etc. [/quote]

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