Talk with Your Key Estate Plan People

Since you just had your estate plan out last week, let's do one other update. This time update the people rather than the document. This week, schedule time to talk with your key estate plan people: your executor, guardian, medical power of attorney, and financial power of attorney. Talk with them about the responsibilities and make sure they are still comfortable with the job they have.

Once you've confirmed they are still willing to do the job, update them on the status of your portions of your estate and wishes that pertain to their role. For example, talk with the guardian of your children about the assets, insurance, and investments you've made to provide for the children and how you wish the children to be raised.