There have been several helpful posts circulating lately about the benefits of being prepared and planning ahead with respect to one's death and final arrangements. In this business, we encounter all sorts of difficult scenarios which could have been avoided with proper, and usually fairly simple planning.
One of the easiest ways you can ensure that your loved ones won't have to jump through hoops after you've passed is to add a direct beneficiary to your accounts. This of course is the bare minimum, but as with all things in a life, every little bit helps!
It's important to note that while adding beneficiaries is a useful estate planning strategy, it may not cover all your assets or specific situations. Consulting with a legal or financial professional can help ensure that your estate plan aligns with your wishes and is comprehensive.
Other easy steps like documenting your financial accounts and debts, compiling a list of all of your passwords and online accounts, and adding a trusted person to your utility accounts will go a long way in ensuring an easy transition for your loved ones.
At Shaffer Funeral Home, we're happy to help you get your funeral plans squared away. To make the process easier, we've put together a handy printable booklet that covers some of the bare essentials. You can access it using the link below!
Whether you choose us to care for you and your family or not, we hope that this makes final arrangements and aftercare a little less daunting. We are so proud to serve our community, and look forward to answering any questions you might have about pre-planning.