Posted in Triplett & Carothers on February 6, 2026

At Triplett & Carothers, we wanted to share some tips for your special valentines. 

♥  Show your Successor Trustee where you keep your red estate planning portfolio.

♥  Fill out the Location List we provide!

♥  If you have children/grandchildren, write a letter to them and put it in your binder.

♥  Introduce your Successor Trustee and (adult) children to your key advisors (estate planning attorney, financial advisor, certified public accountant, etc.).

♥  Update your list of credit cards and paid statements in your binder.

♥  Put your funeral arrangement information in your binder.

♥  Identify where you keep your tax returns.

♥  Fill out the section in your binder on insurance policies, and list where the life insurance polices are kept.

♥  Tell your Successor Trustee where the key to the safe deposit box is located.

♥  In your binder, list information regarding a safe in the house. (Don’t forget to include where the key or combination is!)

♥  Update the list of your doctors’ phone numbers, dietary information, and a list of your current prescriptions.

♥  Include dietary and veterinarian information for your pets.

♥  Update your list of your computer passwords and keep it in your binder.

Now that’s a gift of love and consideration!  ♥   HAPPY VALENTINE’S DAY  ♥  from your team at Triplett & Carothers!