There’s a familiar feeling that comes before a summer trip. Packing swimsuits and sunscreen, setting the out-of-office message, and double-checking that everything is ready before you leave the house.
Along with locking the doors and turning off the lights, an extra step of security you can take is to make sure your estate planning documents and important information are in order so that you can enjoy your summer vacation.
Now is the perfect time to make sure that your estate plan is current and in working order. Your future vacationing self will thank you!
Make Sure You Have an Estate Plan Before Traveling
Summer travel often means longer trips or international travel. If something unexpected happens while you’re away, having basic documents in place is critical.
Some key documents to check are:
- Will
- Durable or Financial Power of Attorney
- Health Care Power of Attorney / Living Will or Advance Directive
- Guardianship provisions if you have minor children
Even a simple plan is far better than none before leaving town.
If you do not have an estate plan in place, click here to book a free discovery call with us. We do our best to ensure your family’s security.
“They made what could have been a complicated process feel straightforward and stress-free.” -Rebecca
Update Your Information and Beneficiaries
Life changes quickly, and summer is a natural time to review your plan.
Consider whether anything has changed such as:
- New children or grandchildren
- Marriage, divorce, or death in the family
- A move to a new state
- Changes in assets or accounts
Also it is best to review your beneficiary designations on retirement accounts and life insurance, these override your will.
Make Sure Important Documents Are Stored Safely (and Accessible)
Your estate plan only helps if the right people can find it when needed.
Consider storing original documents in a safe but accessible location. You can also provide copies to your executor, trustee, or trusted family member.
Having a secure digital backup of your documents is an extra protection, and if nothing else, let a loved one know who your attorney is and where your documents are located.
Protect Your Home While You’re Away
Extended travel increases risks like break-ins, maintenance issues, or storms.
Before leaving ensure that your homeowner’s insurance is current, and if it is for an extended period that you are away, arrange for someone to check on the property.
Having a home monitoring system is great, but something that most people don’t think about is making sure that their power of attorney or trust allows someone to manage property issues if you’re unreachable.
This is especially important if your home is owned in a trust.
“We appreciate the attention to detail, courtesy, patience, and professionalism throughout the process.” -Gordon
Review Emergency Contacts and Decision Makers
If something happens while you’re traveling, your chosen decision-makers should be ready.
Make sure:
- Your key people in your plan know their roles
- They have copies of the documents
- They know how to contact your attorney
- Medical decision-makers understand your wishes
Clear communication can prevent confusion during emergencies.
Plans That Work, People Who Care
With a little preparation now, you can head into summer knowing the important details are taken care of. Reviewing your estate plan before travel helps ensure that your wishes are clear and your loved ones are protected.
If you need help getting your plan in place or reviewing your current documents, schedule a free discovery call with our team today.
“Their team blends deep legal knowledge with a personal touch, offering clear, tailored advice and outstanding service.” -Jim
