09/30/2026
Estate planning is not complete if your family does not know where to find the assets.
Bank accounts, investment accounts, insurance policies, real estate records, business interests, and estate-planning documents can easily be overlooked if no one knows where they are held.
You do not necessarily need to disclose every financial detail during your lifetime, but your next of kin or fiduciaries should know where to look when the time comes.
Good estate planning is not only about deciding who receives your property. It is also about making sure that property can actually be found and administered.