Presentation: Organizing Critical Information and Documents

Join SFV member and retired lawyer Susan Pollack for a conversation about organizing and sharing information about one's estate and other critical documents - both for oneself and for those who will have to deal with it. We’ll talk about all the kinds of information you want to consider, such as: important contact details, estate and health care documents, property arrangements, where to find things, accounts to stop/monitor/pay, insurance, automobiles, etc.

Rather than legal advice and how to fill out a will, trust, or health care directive, we'll be focusing on how to think about the types of information and documents you should have, who you want to share it with, and the necessary conversations to have with people you’ve chosen. The outline Susan works from is one she developed for herself after her husband died, and now uses in discussions with her friends and colleagues. Think of something else? Bring it to the group so we can all think about it together!