Have that nagging feeling that you know you need to get your affairs in order but don’t know where or how to start?
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Getting your affairs in order is much more than just having a will. Ultimately, it’s not about you. It’s about your beneficiaries, your family, your executor, and your trustees – who must administer your directives.
Here are a few thoughts intended to provide some practical ideas for those who know they need to get organized, need to securely share critical data with their family, and properly manage their estate and trust affairs, but have that pesky sense of procrastination. These points are intended to communicate the benefits and peace of mind that come with taking action:
- Start Small, Win Big – Tackle one tiny task first—like writing down a list of bank accounts or gathering key documents in one folder. Small wins build momentum and make the bigger picture feel less overwhelming. Break it into chunks… one day for passwords, another for legal docs, etc. It’s less daunting when it’s not done all at one.
- It’s a Gift to Your Family – Getting organized isn’t just for you—it’s an act of love for your family. Sharing critical info now spares “your team” confusion and stress later.
- Imagine the Relief – Picture how good it’ll feel to have this weight off your shoulders. No more nagging thoughts—just clarity and control.
- Life’s Unpredictable—Be Ready – None of us know what tomorrow holds. Having your estate and trust affairs in order means you’re prepared for anything, which is empowering.
- You Don’t Have to Do It Alone – Ask for help—whether it’s a family member, friend, or professional like an estate planner. Teamwork can make it faster and even fun.
- Think of Your Legacy – Shape how you’ll be remembered. Organized affairs reflect care and responsibility, leaving a positive mark.
- Set a Deadline, Celebrate After – Pick a date to finish one part (like sharing key info with family or your executor) and then celebrate the win with a meal, a beverage, or whatever you enjoy.
- It’s Okay to Mess Up – Rest assured; it doesn’t have to be perfect. A rough draft of a plan is better than nothing at all.
- What’s Holding You Back? – Let’s talk about what’s causing delays. Sometimes identifying the block (fear, time, confusion) shrinks the problem down to a manageable size.
- Have a Will in Place – This really is job one and really is an easy place to start. Review it every few years with your counsel to ensure that it’s up to date. Tax laws change often. What applied ten years ago may not work now. There are plenty of professional resources that can assist. These can be on-line or with an estate attorney.
Westwood Solutions 