The Estate Director is a guide produced by Four Peaks Planning, Inc. to help families begin the planning process on their own and also act as a supplement to estate planning documents.
Pages 5 - 13
These nine pages help you identify goals and assemble the basic information an estate planner will need to prepare your documents. You do not need to complete these pages prior to meeting an estate planner.
Pages 14 - 41
These optional pages can be completed after meeting with an estate planner to fill critical gaps left by a power of attorney, will or living trust. These guides assist those you've named in your estate planning documents. These pages are not legal documents and are not shared with your estate planner.
Included in this section are:
Asset and liability checklists
Contact information of those named in various parts of your estate
Instructions to potential guardians regarding needs of dependent children
Important medical information about yourself for medical power of attorney agents
Guides to computer passwords
A list of monthly expenses a financial power of attorney agent may need
Pages 42 - 46
Should you desire, these additional pages allow you to document information about yourself and past generations with future generations. This section is optional.
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