VanNess & VanNess, P.A.

Estate planning and what goes into it

Estate planning and what goes into it is probably the furthest thought from your mind right now. It could be that you imagine yours would only contain official-looking paper with the words "Last Will and Testament" printed across the top. While a will is generally part of an estate plan, there are many documents that can be included in a comprehensive plan.

It is easy to dismiss an estate plan as something for "old people" or the wealthy. Many individuals make those assumptions and never prepare the proper documents for their particular situtation. There is much more to an estate plan than merely distributing assets.

Here are just a few of the documents (other than a will) that might be a good fit for your estate plan.

Provision for digital assets

Most digital platforms, like iTunes and Facebook, state that digital assets saved on those platforms cannot be passed on after you die. Although you may not be able to pass them on, you should leave behind a document which contains websites, logins and passwords so your personal representative can close any existing accounts.

Even though digital assets stored in many cloud-based systems cannot be passed on, you can pass on digital assets that are stored on hard drives and other firmware.

Letter of intent

There are certain instructions, such as funeral arrangements, that are not necessarily part of your will. When you include a letter of intent in your estate planning file it provides a place to leave instructions that are important to you.

List of estate planning documents

"A place for everything and everything in its place," may be your motto, but that does not mean that your estate planning documents will be easily found after you pass away. Putting together a list of documents and informing your personal representative where to find them will help the estate administration process go more smoothly.

If you are wondering about estate planning and what goes into it, or need to revise your existing documents because of important life changes, call VanNess & VanNess, P.A. today to discuss your comprehensive estate plan. 

No Comments

Leave a comment
Comment Information
Email Us For A Response

Discuss Your Case With An Experienced Attorney

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Office Location

1205 N. Meeting Tree Blvd.
Crystal River, FL 34429

Toll Free: 866-697-6221
Phone: 352-436-4333
Crystal River Law Office Map

250 International Parkway
Suite 340
Lake Mary, Florida 32746

Toll Free: 866-697-6221
Phone: 352-436-4333
Map & Directions

Office Location