Estate Simplification (75+)
Why This Matters
Every account you close now is an hour your executor doesn’t spend later.
Lighten the Load
Accounts consolidated
Beneficiaries on everything (skip probate)
One document location, two people told
Subscriptions and autopays listed
The stuff conversation started
Gotchas & Consequences
Orphaned 401(k)s from 1990s jobs are genuinely lost money.
Unnamed beneficiaries send simple assets through year-long probate.
AG-042Everyday ChecklistsPage 1 of 1