Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Our Team
    • Morris Hall Core Values
    • Communities We Serve
      • Arizona
        • Carefree
        • Flagstaff
        • Mesa
        • Oro Valley
        • Phoenix
        • Prescott
        • Scottsdale
        • Sedona
        • Tucson
    • Career Opportunities
  • Our Services
    • Asset Protection
    • Probate
    • Tax Planning
    • Trusts
    • Trust Administration
    • Wills
  • Resources
    • Blog
    • Do I Need an Estate Plan?
    • Elder Law Reports
    • Elder Law Resources
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning Problems
    • FAQs
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
      • Update My Living Trust
    • Reports
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

Make Things Easier for Those Left Behind: Leave a “Map”

March 29, 2016 by Andrea L. Claus Leave a Comment

The hardest part in creating your estate plan is seeing the attorney to make sure it is done right.  I want to give the proper kudos to all those I’ve met, those who’ve been diligent in creating a plan and memorializing their final wishes.  Yet many have not listened to my recommended “follow-up” step – communicate with your loved ones.  The most critical piece that needs to be shared is these documents might be found.  This little oversight can be especially worrisome because loved ones don’t often search for estate documents until after the funeral.    At the very least,  leave your loved ones a “map” to help guide them after you’re gone. Without the documents, conflicts can arise between family members as to what a parent or loved one would have wanted.  Further, problems, such as delay and missteps, can continue if you did not leave a current list of assets or the location of important documents.

A map is a tool used to get from one point to another – a tool used to prevent getting lost.  Your map leaves directions or guidelines as to your burial or funeral wishes for your loved ones to follow.  By providing directions to those left behind, you’ve reduced the burden on them to have to decide.  There is no wondering whether something is as you’d have wished, no second-guessing, and the chance for conflict amongst the family is most likely eliminated.

Your map should also provide a list of current assets.  The person whom you’ve charged with settling things after you’ve gone (your ‘executor’) will need to know what you have in order to account for and make your distributions.  By leaving a current list of assets, and clearing out all outdated statements, contracts and policies, you will make that task much easier.  Ensuring that the person you’ve named knows where to access your estate plan and your “map” is of utmost importance.

One of the greatest gifts you can give a loved one is the peace of mind that comes with knowing they’re carrying out your true wishes.  Creating a complete estate plan ensures this, and to leave a “map” will relieve a great burden during a difficult time.  Call for an appointment with a Morris Hall attorney today; we are happy to review your plans and help you outline what all should be in your map.

 Contributed by Morris Hall PLLC Phoenix and Prescott Estate Planning Attorney, Andrea L. Claus.

What the Attorneys of Morris Hall, PLLC Can Do For You:
The attorneys at Morris Hall have 100’s of years of combined experience ensuring that families’ assets are protected from probate, unnecessary taxes, creditors, ex-spouses and Medicaid spend-down.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Carefree, Tucson, Oro Valley, Prescott, Flagstaff and Arrowhead.    Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only.  It does not create an attorney-client relationship with any reader and should not be construed as legal advice.  If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

  • Author
  • Recent Posts
Andrea L. Claus
Andrea L. Claus
Attorney at Morris Hall, PLLC
Andrea’s areas of practice include estate planning, probate and trust administration, charitable planning, and succession planning. Andrea takes a comprehensive approach to estate planning and sincerely cares for her clients.
Andrea L. Claus
Latest posts by Andrea L. Claus (see all)
  • What You Need to Know about the Arizona Probate Process - September 7, 2017
  • Contingency Day Checklist - October 27, 2016
  • Make Things Easier for Those Left Behind: Leave a “Map” - March 29, 2016

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer