Are Your Affairs in Order?

Santa Clarita Valley Real Estate Podcast with Brandon Montemayor

We’ve prepared a short checklist in order to help you and your family manage your property in the event of an emergency.

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No one wants to think about worst-case scenarios, or what will happen to our affairs should we be unable to tend to them. That said, with a little forethought and preparation, you can ensure your affairs will be taken care of should the need arise for someone to step in and tend to them.

With all of this in mind, we have prepared a short list of things you should look after in order to insure your affairs are in order, and to make maintaining your properties easier for your family in the event you are unable.

1. Is your house in a trust? If you want to get your home into a trust, refer back to one of our earlier videos for more information.

2. Make a comprehensive list of your account information. On an Excel spreadsheet, or even on a piece of paper, you should make a list of your bank accounts, along with passwords. Include information that you may take for granted, but if someone else had to manage your property, they may need to know (who your utilities are serviced through, for example, and their relevant account numbers and passwords).

3. You may consider including all of your billing information (insurance, phone, cable, internet, etc.) and all relevant account information your friends, family, or other guardian will need to maintain your property in the event of an emergency.

We’d like to send you more information regarding our guide for your personal checklist or answer any questions you may have. Please contact us at [phone] or online at [e-mail]. We look forward to hearing from you.