It’s the New Year, the time when millions of people vow to get organized and get a fresh start. This also applies to your legal matters–taking some time to organize and review your legal documents is a game changer. Legal issues can be stressful, but here at Lasky Cooper Law, we believe they don’t have to be. We’ve provided tips on how to get your legal documents in order for easy access and ease of mind throughout the year.
Based in Savannah, GA, our attorneys at Lasky Cooper Law are dedicated to your success! When you are dealing with a legal issue, big or small, contact us for service you can depend on.
Our Helpful Tips
1. Keep Legal Documents in One Place
An essential part of being organized is keeping a designated place for important items. Purchase a binder or file folder to neatly organize your documents, so you never have to worry about looking for them. Because of their importance, you could also consider keeping them in a locked storage container or a safe.
Additionally, inform your close family members of where this is kept–should anything happen and they need to access your file, you want them to be able to easily access it.
2. Determine Which Documents are Most Important
Depending on your wishes, assets, and financial and medical status, you’ll want to determine which legal documents are the “essentials.” Start out with the basics, like social security, birth certificates, insurance info, and more. Then, move on to more specialized agreements. Below are some documents we think are important to have on hand.
Documents We Recommend:
- Last Will and Testament
- Durable Power of Attorney
- Insurance Information
- Property Deeds, Titles, & Mortgage Forms
- Birth Certificates/Adoption Papers
- Marriage License
- Divorce Papers
- Retirement Plans
- Green Cards/Naturalization Info
- Social Security Cards
Have more questions about the documents you should be keeping on file? Contact us to speak with our team!
3. Designate a Person of Contact
Creating a living trust, durable power of attorney, or healthcare proxy is a wise investment. These agreements allow you to choose a trusted person to advocate for you if you are unable to do so yourself.
4. Complete a Thorough Review
When you decide to get organized, it’s worth completing a run-through of your important documents. Review your insurance policies, titles, and any documents that may have expiration dates or policy changes. This gives you the opportunity to get ahead and make any adjustments before you are left surprised.
Get the Legal Guidance You Need with Lasky Cooper Law
Lasky Cooper Law is here to take some weight off of your shoulders. Following these tips is a surefire way to get organized for the New Year–and reduce the stress surrounding your legal documents.
Lasky Cooper Law has represented residents of Savannah, GA, and beyond for over four decades. If you need legal assistance or an attorney to represent your case, contact Lasky Cooper Law today!