{"id":12822,"date":"2023-11-05T06:00:20","date_gmt":"2023-11-05T12:00:20","guid":{"rendered":"https:\/\/legaltalktexas.hammerle.com\/?p=12822"},"modified":"2025-06-18T12:49:26","modified_gmt":"2025-06-18T17:49:26","slug":"organizing-estate-information-is-a-blessing-for-survivors-a-guide-for-every-person-everywhere","status":"publish","type":"post","link":"https:\/\/hammerle.com\/legaltalk\/estate-planning\/organizing-estate-information-is-a-blessing-for-survivors-a-guide-for-every-person-everywhere\/","title":{"rendered":"Organizing Estate Information is a Blessing for Survivors: A Guide for Every Person, Everywhere"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">He drove straight to his father\u2019s house after leaving the hospital. In his hand was the envelope he had removed from his safe earlier that evening, when he had received the call that his father had mere hours to live.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Opening the envelope, he removed a card listing codes for the garage door and the alarm system. He also took out a ring holding keys for the front door and a filing cabinet.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once inside, he headed directly for his father\u2019s office, unlocked the filing cabinet, and opened the top drawer. He started thumbing through the folders.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first file contained a document with a list of actions he needed to take. Behind it were funeral and burial instructions, a designation of burial agent, his father\u2019s obituary, and the information he would have to submit to the funeral home so that his father\u2019s death certificate could be issued. There was also some cash to pay for incidentals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The second file contained the list of people and their contact information who he needed to notify about his father\u2019s death. Included were his dad\u2019s lawyer, financial planner, life insurance agent, property insurance agent, and banker.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The third file contained pet information: the pet boarding company, veterinarian, and contact information for the person who had agreed to temporarily watch his father\u2019s pets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The fourth file held his father\u2019s original <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/how-to-write-a-will-in-texas\/\"><span style=\"font-weight: 400;\">will<\/span><\/a><span style=\"font-weight: 400;\">, trust, trust summary, and a list of assets funded into the trust. The contact information for the named executors and the successor trustees was listed on a separate paper. He disregarded the documents that had been clipped together \u2013 the <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/why-a-medical-power-of-attorney-is-important\/\"><span style=\"font-weight: 400;\">medical power of attorney<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/what-is-a-durable-power-of-attorney\/\"><span style=\"font-weight: 400;\">durable financial power of attorney<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/directive-to-physicians-the-texas-version-of-death-with-dignity\/\"><span style=\"font-weight: 400;\">directive to physician<\/span><\/a><span style=\"font-weight: 400;\"> and designation of <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/adult-guardianship\/time-machine-adult-guardianship\/\"><span style=\"font-weight: 400;\">guardian<\/span><\/a><span style=\"font-weight: 400;\"> \u2013 because they were no longer in force. His father\u2019s HIPAA release he set aside, in case he later needed to get his father\u2019s medical records.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The fifth file had names, phone numbers and logins for the house utilities, alarm company, plumber, electrician, handyman, lawn service, and swimming pool service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The next file held login information for his father\u2019s online accounts, and his phone, computer, and other devices.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The last file in the drawer held source documents &#8211; birth certificate, social security card, driver\u2019s license, DD-214 for military discharge, wedding certificate, wife\u2019s death certificate, and probate order for his wife\u2019s estate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">He pulled open the second drawer in the file cabinet. In it were detailed lists and backup documents of his father\u2019s assets, debts, and sources of income. There was a recent credit report and tax returns for the previous 10 years. There was login information for the big 3 credit reporting agencies so that he could freeze his dad\u2019s credit reports. There was also information about the safety deposit box at the bank.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After looking at his checklist, he pulled the first file for planning his father\u2019s burial and the funeral, and the information for the pets. Those required action that day. He also took with him his father\u2019s original <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/how-to-write-a-will-in-texas\/\"><span style=\"font-weight: 400;\">will<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/five-common-trust-mistakes-to-avoid\/\"><span style=\"font-weight: 400;\">trust<\/span><\/a><span style=\"font-weight: 400;\"> for safekeeping. He knew that original wills and trusts can go missing at the hands of disappointed heirs. He would call a lawyer the next day to get the probate started.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">He picked up the phone and called a locksmith to make an emergency visit to change the locks on his father\u2019s house. His dad had named him <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/probate\/the-morning-after-executors-role-after-a-death\/\"><span style=\"font-weight: 400;\">executor<\/span><\/a><span style=\"font-weight: 400;\">, and no one else would enter the house until the estate was distributed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That, my friends, is how it should be done.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Hammerle Morris Can Help With Your Estate Planning Needs<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you\u2019re looking for legal assistance, <\/span><a href=\"https:\/\/hammerle.com\/lewisville-attorney\/#form\"><span style=\"font-weight: 400;\">schedule a consultation<\/span><\/a><span style=\"font-weight: 400;\"> with one of our <\/span><a href=\"https:\/\/hammerle.com\/our-team\/\"><span style=\"font-weight: 400;\">experienced attorneys<\/span><\/a><span style=\"font-weight: 400;\"> to discuss your options.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Virginia Hammerle is an accredited estate planner and represents clients in estate planning, probate, guardianship and contested litigation. She may be reached at legaltalktexas@hammerle.com. This column contains general information only and does not constitute legal advice.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>He drove straight to his father\u2019s house after leaving the hospital. In his hand was the envelope he had removed from his safe earlier that evening, when he had received the call that his father had mere hours to live.\u00a0\u00a0 Opening the envelope, he removed a card listing codes for the garage door and the [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12823,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1224],"tags":[],"class_list":{"0":"post-12822","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-estate-planning"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Organizing Estate Information is a Blessing for Survivors: Guide for Every Person, Everywhere | Hammerle Morris Law Firm<\/title>\n<meta name=\"description\" content=\"Discover the correct way to 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