Quote:
Originally Posted by JohnN
My situation is similar. We own our home, local checking savings, and Fidelity accounts (Roth IRA, etc).
I bought Quicken Willmaker, approx $200. Easy enough.
Our kids inherit everything 50-50 when the 2nd of us passes on.
We had it witnessed and notarized at the local bank and gave a
copy to all parties named in the will. We also filed a Ladybird deed at the Sumter County courthouse in Bushnell.Did the medical directive too, included in the package.
Some people may get quesy with doing that, but I was pretty comfortable and confident, so I'm pleased with the result.
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Also put POA on your bank accounts so when the last of you/wife die, your beneficiary(ies) only have to bring the certified copy of death certificate to the bank for the account to be turned over to them. Also a Power of Attorney Financial with agent & alternative agent listed. See a local attorney to do that simple but powerful form.