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The basics of estate planning: part III

This week, we've been discussing those documents essential to any comprehensive estate plan. We've discussed the importance of having a will as well as designating beneficiaries. We've also provided information related to the importance of establishing a living will and naming a durable power of attorney. Once an individual has taken the time to contemplate these issues and set up the corresponding directives, it's wise to ensure such information is organized, updated and readily accessible.

In the wake of a loved one's passing, family members are often overcome by grief and sorrow. In some cases, family members are left to deal not only with feelings of sadness over the loss of a loved one, but also frustration when attempting to discover and gain access to a decedent’s financial documents and account information.

To make the process of sorting out estate matters as easy as possible, individual's would be wise to ensure important documents are organized and in one place. Due to the personal nature of these documents, it's wise to store information related to their existence and how to access in a safety deposit box or safe.

In addition to more traditional assets and accounts, individuals would be wise to keep track of digital assets such as online accounts and even social media accounts. Ensuring a comprehensive list of all personal accounts with login and password information exists can save loved ones time, money and grief.

In the last week, we've provided advice on the basic components of an estate plan. For New York residents wishing to get started, it's wise to consult with an estate planning attorney. A legal professional who handles estate planning matters can answer questions and provide advice and assistance to ensure an individual’s personal and financial goals are carried out.

Source: Consumer Reports, "How to create a bulletproof estate plan: We've broken down this seemingly daunting task into 7 steps," Nov. 2013

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  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
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