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If
the Loved One is dying from a disease or injury that takes time,
he or she may worry about whether their Estate has been put in proper
order.
If a
Will, Trust, Power of Attorney or Health Care Directive have not
yet been made, they can still be done as long as the person is mentally
competent to do so and as long as there is not any undue influence
by a family member or friend.
Some
families have developed (usually over generations) the practice
of talking to the dying person about what he or she wants done about
funeral and burial arrangements and about his or her property. On
the other hand, in some families, such discussions are taboo.
Whatever
your family tradition, a family spokesperson should be designated
by the Loved One or by the family to attend to the final affairs
of the dying person. Here are Ten Things every such "personal
representative" should know about the Loved One.:
- The date and place of his or her birth.
- His or her social security number.
- The children of the dying person from all marriages
and other relationships.
- Location of the Will or Trust documents.
- Location of the safe deposit box.
- Location and account numbers of all bank accounts,
certificates of deposit and the like.
- Location of all insurance policies and policy
numbers (including fraternal and paid-up policies).
- Location of stocks, bonds and other securities
and account numbers.
- Location of all real estate and Property Identification
(PID) Numbers.
- Veteran's identification numbers (if any).
Armed
with this information, the personal representative can get Estate
matters concluded with the greatest efficiency and with the least
family disruption.
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