Estate Planning While Under Quarantine

Chances are, you have been under a new quarantine-like schedule for several weeks now. Many are using this extended time at home to declutter and organize. While you are going through boxes and documents, why not kill two birds with one stone and gather together many of the documents your attorney will want to review in order to draft your estate plan? Doing so will help you check “estate planning” off your “to do” list and can bring a great sense of accomplishment and relief during this stressful and uncertain time.



Some of the documents that are helpful to review during your estate planning are:
  • Life insurance policies
  • Pension, annuity, and retirement account statements
  • Checking and savings account statements
  • Money market accounts and certificates of deposit statements
  • Stocks and bonds statements
  • Real estate deeds
  • Vehicle, boat and trailer titles


In addition to gathering up your documents, here are a few things to begin thinking about so you can discuss them with your estate planning attorney:


  • Do you prefer a traditional church service or an informal celebration of life?
  • Do you prefer cremation or traditional burial?
  • Where do you want to be buried?
  • Do you want to donate your organs and tissue?
  • Do you want to donate your body to science?
  • Who do you want to nominate as guardian for your minor children if something happens to both parents?
  • What items are in safes, safe deposit boxes, and other locked or hidden places, and who has access to them?
  • Who can access your digital assets?
  • Where are the items that reflect your family history, such as photographs, heirlooms, and other irreplaceable items and keepsakes?



These easy steps can get you well on your way to completing your estate planning process. To learn about how we can help you with estate planning at the Lake of the Ozarks, visit our website: www.ODonnellLawCenter.com and fill out our form to get started.


We Carry Your Burden ~ You Carry On With Life.

Disclaimer: No attorney-client relationship is created by the publication of this blog.

The choice of a lawyer is an important decision and should not be based solely on advertising.

Phone: (573) 552-0317

O'Donnell Law Center, LLC
1026 Palisades Blvd. Suite 3
Osage Beach, MO  65065
Location: Osage Beach, MO, USA

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