Estate organization is about making sure your basic estate documents are in place and up to date so your wishes are clearly documented. It starts with making sure the right people are named and that your accounts and documents are organized properly. Life changes over time, so it is important that we review these items periodically and make updates when needed. A few things to consider include:

• Beneficiaries on retirement accounts and life insurance
  
• Trustees, executors, and powers of attorney
  
• Wills and trusts
  
• Deeds and ownership of real estate
• Personal property, including jewelry, artwork, and other valuables