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Untying The Knot Of A Loved One's Finances

If you asked your children to make sense of your finances without any input from you, would they be able to do it? Would they be able to piece together the information they need without knowing your computer passwords? Would your filing cabinet give them the answers to questions about your assets, debts and accounts?

For most people, financial record-keeping is something they do haphazardly, if at all. You know where to get the information, should you need it. But for someone on the outside looking in, it is probably an impossible tangle of outdated or missing documents placed among countless other papers. Unfortunately, in estate planning, it is often necessary for someone to make sense of a deceased person's financial life without the preparation or tools they need to be successful.

A Spouse Or No One

In general, people share important financial information with either their spouse, or no one at all. People are naturally, and rightly, careful about sharing some financial information. Careful is good, but it can go too far. If an account goes unnoticed, the people you want to protect with your estate plan may never receive the benefits of your legacy.

When making your estate plan, it is important to consider how the person tasked with the duty will be gain control of everything you are leaving behind. Things like tax forms and bank accounts might be identifiable, but what about retirement accounts, stocks, and mortgages or other loans? Is there a clear and up to date list where a personal representative can find what they need?

The process of addressing the financial picture of a lost loved one can be painful and difficult. Making this process simpler and more reliable is one more gift you can leave the people closest to you. 

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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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Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

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