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What you should consider during estate planning

Posted by Jess A. Lorona | Dec 17, 2017 | 0 Comments

estate planning

Every individual, at some point in their lives, should create an estate plan. Leaving behind your legacy should be an important aspect to your life. If you are thinking about writing down a moving company in your estate plan, you should first consider exactly how many of your items will need relocation and to whom you will allocate them. Belongings are considered part of a legacy, and it is important to assign all aspects of where they will go, and how they will get there. Family and loved ones will be taking care of tasks and often need help in the event a person becomes immobilized or deceased. Take photographs of your items so they can be easily recognizable to your family and movers. Start a list of everything you own including furniture, appliances (small and large), fragile items, birth certificates, original copies of important documents and instructions for the person handling your will, along with contact information of loved ones.  

Assigning Dependents and Appointing Fiduciary

It can take weeks, months, and in some cases even years to distribute and move belongings out of your home. Once things have been cleared out, the house will also need to be cleaned. Often times, moving companies also offer cleaning services to assist in that scenario. Family members may not have the correct size boxes, packaging material or moving techniques to transport objects safely. It will alleviate stress and not add an additional task to your loved ones, who will be sorting and moving your belongings. A family will likely need someone with a professional hand to move cherished items. Your estate plan should include your children's information, so the will executor can contact them to find out what days your belongings can be moved that works with best with their schedule. You should also list what pieces are awarded to each beneficiary, so the movers know which items go to which home. Designate a person to act on your behalf and fulfill the wishes listed in your estate plan. This can be a lawyer, power of attorney, and trustee or will executor. They can contact the moving company you have chosen and schedule a time and day based on when it will help your family the most. By identifying which of your items go to certain family members, it can help prevent the rights of ownership being debated in court.

Contact an Estate Planning Attorney

Before contacting an attorney, like an estate planning lawyer Phoenix residents turn to, consider how many pieces will need moving, how many hours it may take, how delicate each item is, and if you need a cleaning service as well. This will help when the movers are generating a quote for you based off of your specific needs. Confirm that the moving company has an insurance policy that will cover any damages or losses if they were to occur during the moving process. If you have questions or concerns, your attorney will be able to help answer them.

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Jess A. Lorona



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