The “Death Dossier”: Keeping Good Records and Documents for Successors

To make sure an estate plan can be administered effectively, it takes more than putting in place the right documents, structures and strategies. The executor, agent, trustee and other important figures must have access to information that will help them administer the estate or trust – and in many cases, the successors don’t know where to begin. This episode explores one of the most popular concepts from the last 50 episodes: the “death dossier,” a collection of documents and records that help successors identify and administer the assets in the event of a client’s death or incapacity.