Task 14 of 17

Create a list of professionals you rely on

Part of: Plan Your Own Estate Now

Did you work with an estate attorney to draft your will? Do you have an accountant who has been doing your taxes for years? Are you working with a financial planner to prepare for retirement? You should make a list of all professionals with whom you work. These professionals and their firms can be a wonderful resource in the final administration of your estate.

Be sure to provide the name and contact information for the overall firm as well as your personal contact at the firm. This will be helpful if your contact person is no longer with the firm when your executor reaches out.

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