About Your Will

You should keep your Will in a safe place.  Make sure you tell someone that you have a Will and where to find it.

You should keep this information sheet with the Will.  Attach a list of your main assets, and indicate where your other important personal documents are kept.  This list should also include information about your life insurance policies, jointly owned property, and any personal retirement plans you have set up (such as IRA or KEOUGH plans).

Do not write on your Will or attempt to change your Will yourself.  Consult with your attorney.

Your Personal Representative should contact legal counsel before proceeding with the administration of your estate.

As you know, we have taken steps in the preparation of this Will to simplify the administration of your estate.  Of course, we would welcome the opportunity to discuss your Will and your estate with you and the person you have named as Personal Representative.

We are pleased to have been able to serve you in this matter.  If you have any other legal questions or needs, feel free to contact this office at any time.