Planning Tip: 25 Estate Documents You Should Have in One Place

Engineerfile Stacks are planners.  Both in your professional and personal life, you seek opportunities, assess risks and solve problems.

To help you in your long-term planning, we are sharing a list of the 25 estate documents that you should have in one easy-to-locate place. This list will help you map out your long-term plans, ensure your family is cared for, and provide clear guidance on your intentions.

At this time of year, many people are organizing their affairs, and the Office of Planned Giving at the UConn Foundation hopes that this information is useful for you.

If you are considering including the School of Engineering in your estate plans in some way, please contact Greg Knott, Director of Planned Giving, to learn more about your options at: gknott@foundation.uconn.edu or (860) 486-6135.

Best wishes for a happy and healthy 2014!

 

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