05/06/2026
May is Older Americans Month, and our team at Iverson Law LLC is honoring it by highlighting a few proactive steps that can help you keep your estate plan current, organized, and aligned with your wishes.
Organizing your documents is a great place to start. When key items like wills, trusts, insurance policies, property records, and beneficiary designations are easy to find, it ensures the right people can step in when needed. Including passwords or other essential information can make things even smoother.
Another helpful step is taking inventory of your assets. Reviewing your financial, physical, and digital property and comparing it to your estate plan can reveal updates you may need—especially if you have new accounts or recently acquired property.
And while it can feel difficult, planning your memorial or final arrangements is one of the most meaningful gifts you can leave your loved ones. Documenting your preferences or pre-planning services can ease stress during an emotional time.
Taking time for these actions can provide clarity and peace of mind for you and your family. If you’d like help reviewing or updating your estate plan, we’re here to support you.