Estate Management Checklist: Are Your Estate Tasks in Order?

Estate management involves a complex set of laws and things that need to be done. Many of these can be done before a person passes away, and that can help save time and effort for that person’s loved ones. However, the many tasks of estate management aren’t always done ahead of time.

If you want to get a leg up on estate management planning, here’s a checklist of some of the items you should have in place:

_____ Get your will done. This helps you to state who should inherit property or other assets.

_____ Have a living will and other documents related to your health care in place. If you become sick and cannot make your own medical decisions, then documents such as a living will, a power of attorney agreement, and a durable power of attorney agreement indicate who can make decisions for you.

_____ Have your financial documents in order. Again, these can help indicate a person who can make decisions for your finances if you cannot do so. Joint ownership, durable power of attorney, and living trusts are examples of the financial documents you should have in place.

_____ Add the name of a beneficiary/beneficiaries to your bank accounts and retirement plan. 

_____ Review your life insurance. The type of insurance that’s right for you can change over time due to your age or evolving health status. Make sure that you are comfortable with your current life insurance policy. Consult with a trusted financial advisor if you are unsure what the best coverage is for you.

_____ If you have a business, have a succession plan in place.

_____ Place all of your important documents in one central place and make sure your trusted loved ones know where that is. Important documents can include:

  • Debt information.
  • Financial account information.
  • Life insurance policies.
  • Real estate deeds.
  • Retirement plan information.
  • Trust documents. 
  • Your will.

Feeling flummoxed by the many tasks of estate management? Don’t worry—Securing Aging is here to help. Our new estate management services round out the care management and financial management we offer for seniors. Instead of charging a percentage of the assets as other administrators might do, Secure Aging charges its regular hourly rate. This helps to make estate management more affordable.

Call Secure Aging to Find Out How We Can Help Seniors With Estate Management

At Secure Aging in Bradenton, we transform the weight of the world into a sigh of relief for our senior clients and their concerned family members. The mission of Secure Aging is to protect and preserve our client’s independence and dignity through careful and thoughtful financial and care management. As our clients’ age, it is their desire to remain independent and age with dignity. Our services protect our clients from talented con artists looking to exploit and deplete the financial resources of our vulnerable seniors. Secure Aging helps families in Manatee County and Sarasota County and in and around the communities of Anna Maria, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Myakka City, Palmetto, Parrish, and Sarasota. Call us at 941-761-9338, or visit us online at

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