A Family Facts Sheet Helps Ease the Burden of Moving On Without a Spouse

John and his wife Debbie had been clients of our firm for 10 years when Debbie tragically passed away. As one can imagine, John was facing unimaginable grief, and as he explained to us at the funeral, his life had been turned upside down. Debbie was his everything, and he shuddered to think about life without her. Thankfully, John’s grieving time was not interrupted by a laundry list of decisions and a mounting to-do list of things he did not know how to do.

You see, years earlier, John and Debbie trusted us to create their estate planning strategy. Yes, there were the traditional legal documents like their will and trust. But these documents are for legal purposes and typically fall short in helping people live regular lives without their spouses. This is where a Family Facts Sheet can help many spouses.



Though not a legal document, a Family Facts Sheet helps prepare spouses for the legal, economical, and practical consequences when one spouse passes away and leaves the other behind.

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Get Your Paperwork Organized Now to Help Ease the Burden of Moving on Without a Spouse

In a previous blog, we introduced you to an important document called a Family Facts Sheet. While not a legal document, it is the first step in helping spouses organize all their personal information into a quick reference guide — things like legal names and addresses, driver’s license information, social security numbers, employment information, etc. 

That may sound like a lot to pull together, and it can be the deeper you dive. But think of it this way: you only have to do it once. More importantly, it keeps you or your spouse from having to search for these things if you or they pass away. 

As you fill out this form, you will think of additional information and documents. That is what we want to discuss today.



To learn more, read Leigh's full blog post

Call Leigh Hilton PLLC today!!

Do you have questions about guardianship and whether or not it is right for you or a loved one? Having a competent estate planner in your corner will help you and your family navigate the often overwhelming waters that come with protecting everything you own and everyone you love. That is our job, and we would like to think we do it better than anyone else. Please call Leigh Hilton PLLC so that we can help ensure you and your family are taken care of in the best way possible.



Leigh Hilton PLLC wants to be your first call every time for any estate planning need. We look forward to serving you

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ATTORNEY LEIGH HILTON



Leigh Hilton has helped over 6,000 families protect the assets that they leave to loved ones from divorce, creditors, lawsuits and predators. She has over 26 years of legal experience in the practice areas of Estate Planning and Probate. Whether your estate is large or small, simple or complex, Leigh would welcome the opportunity to meet with you to discuss your estate planning needs. Leigh Hilton PLLC wants to be your first call every time for any estate planning need. We look forward to serving you.