A Parting Gift: 9 Things To Tell Your Personal Representative or Executor By Melinda Gustafson Gervasi June 9, 2023 For every minute spent in organizing, an hour is earned. -Benjamin Franklin A will and a power of attorney are the basic foundational documents of an estate plan. For those wishing to make the end-of-life paperwork as easy as possible for loved ones left behind I encourage you to roll up your sleeves and dig a bit deeper. Here are 9 things to write in a letter to your Personal Representative (the term we use here in my home state of Wisconsin, but known as Executor elsewhere in the United States): Personal data, including: date of birth, dates of marriage(s) and divorce(s); Social Security Number; educational achievements along with the institution and date awarded; People's contact information -- the phone number, email, mailing address of those named in your documents, relatives, close family friends, support network (childcare, pet sitter, etc.); Pet care in...
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