With summer vacation time just around the corner, here are a few quick things you can do before you pack your bags and hop on a plane to help ensure that you (and your estate plan) are prepared for whatever life may throw at you along the way.
- Locate important documents: Confirm the location of your original estate planning documents – and make sure someone who is not going on the trip knows where to find them. Use this as a perfect opportunity to review the documents to be certain they still reflect your current wishes.
- Talk to your agents: Ensure that anyone designated in your health care power of attorney or financial power of attorney to serve as your agent (who will, if needed, be called upon to make medical or financial decisions on your behalf) has a copy of the documents and fully understands your wishes. Email copies to yourself so that you can access them from anywhere.
- Itemize your assets: Prepare a list of all of your assets, including bank accounts, retirement accounts, real property, safety deposit boxes, and digital assets (email, social media, Netflix, and the like). Also include login and password information, and store that information in a secure place.
- Share your itinerary: Share a detailed travel itinerary with someone who is not going on the trip, so they know where you will be and how to reach you in case of emergency.
- Bring sunscreen.