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Thursday, March 28, 2013

Agnieszka Radwanska Hit An Impossible No-Look, Behind-The-Back Winner In Miami Last Night

March 28th, 2013Top Story

Agnieszka Radwanska Hit An Impossible No-Look, Behind-The-Back Winner In Miami Last Night

By Emma Carmichael

Agnieszka Radwanska Hit An Impossible No-Look, Behind-The-Back Winner In Miami Last Night

Sure, Agnieszka Radwanska got lucky with the net's part in this trick shot Tuesday night, but Agnieszka Radwanska also managed to spin around, blindly, and hit a behind-the-back, backhand drop volley with finesse and spin, so we'll forgive the net for interfering.

Flipkens, however, is not required to forgive the net.

Radwanska, the defending Sony Open champion, rallied to beat Kirsten Flipkens 4-6, 6-4, 6-2. She'll face Serena Williams in the semis this evening.

H/T Busted Racquet.

Two Game Developers Quit Non-Profit, Objecting To Female Dancers At Party [UPDATE]

March 28th, 2013Top Story

Two Game Developers Quit Non-Profit, Objecting To Female Dancers At Party [UPDATE]

By Jason Schreier

At least two members of the International Game Developers Association have resigned from their positions following a San Francisco party Tuesday night during which scantily-clad women reportedly made some attendees feel uncomfortable.

Forbes blogger Carol Pinchefsky wrote about the party yesterday, describing a scene where women in skimpy shirts and costumes danced on stage. Student Alicia Avril told Forbes that she attended the party and wasn't too psyched about it. "You'd think that the IGDA would be more thoughtful in their own party and how they're portraying themselves," Avril said.

The IGDA is one of the major trade groups in the game development scene. This party was timed to the Game Developers' Conference, one of the biggest gatherings of game creators in the United States. You can see a photo from the party right here.

Today, IGDA board member Darius Kazemi said he was resigning from his position in the wake of this news. Designer Brenda Romero also said she would step down from her chair position in the non-profit organization.

"I went home last night to work on my Friday GDC talk feeling super uplifted by the turnout and support for the #1ReasonToBe panel," Romero said in a statement e-mailed to Kotaku. "I woke up to DMs, texts and links to news of the IGDA party. It really saddens me. I have been a long-time supporter of the IGDA. However, my silence would have been complicity. I had no choice."

The International Game Developers Association is a non-profit organization that helps game developers across the country collaborate and network. They put together this party in collaboration with a start-up called YetiZen, which took some heat last year for a similar fiasco.

"I had massive reservations using YetiZen as our sponsor the second year in a row after they burned us last year by using scantily clad women," Kazemi wrote on Twitter today. "But I did not speak up about them internally because I did not want to rock the boat with like, 2 weeks left in my term. For that: I'm sorry."

I reached out to both YetiZen and the IGDA for comment this afternoon. We'll update if we hear back from them.

UPDATE: YetiZen CEO Sana Choudary has responded saying that her company will have a statement on Saturday. Why the delay? Choudary's e-mail to Kotaku: "Reason for this unlike the people spreading this in the press now I actually have critical business meetings and milestones we need to hit next few days. Business success doesn't come if I let every person with a bone take away my concentration from my key goals."

UPDATE: IGDA director Kate Edwards has also sent over a statement:

As many of you know, the IGDA was a co-presenter of the YetiZen party Tuesday evening.
We recognize that some of the performers' costumes at the party were inappropriate, and also some of the activities they performed were not what we expected or approved.
We regret that the IGDA was involved in this situation. We do not condone activities that objectify or demean women or any other group of people.
One of the core values of the IGDA is encouraging inclusion and diversity.
Obviously we need to be more vigilant in our efforts. We intend to be so in the future.

How To Become a Teen Millionaire: Be an Insufferable Startup Brat

March 28th, 2013Top Story

How To Become a Teen Millionaire: Be an Insufferable Startup Brat

By Sam Biddle

How To Become a Teen Millionaire: Be an Insufferable Startup BratNick D'Aloisio is 17 years old and lives with his parents in London. He has a girlfriend. He also just made $30 million—most of it in cash—by selling a dubious app to Yahoo!. Bully for Nick. But what Yahoo! doesn't realize is that they just hired a total pain in the ass.

I first met Nick in 2011, when he was peddling a no-name app called Trimit, which D'Aloisio pegged as "the world's first automatic text summariser for iOS." Summarizer is a pleasant way of describing it: news articles are tossed into the app, algorithmically shredded, and then reconstituted into a handful of soundbites, a sort of verbal pink meat slime.

Trimit bombed, and so D'Aloisio—showing the spirit of Silicon Valley all the way over in the UK—slapped a different name on it and kept going. This second try, dubbed Summly, is what Yahoo! just snatched up for a tremendous amount of cash, along with Nick and the handful of developers he'd brought in to work with him. It's unclear what exactly these engineers have been doing, as the summarization tech that runs Summly, the invisible magic that's supposed to distill into something screen-addled brains will bother reading, is just licensed from another company.

It's also unclear whether Summly does much of anything. Here's a video demo of the app at work, taking an article about Facebook privacy and converting it into four lines—the only lines you'd really need to know, D'Aloisio would contend.

How To Become a Teen Millionaire: Be an Insufferable Startup Brat

As you can see from the screengrab, one quarter of the summary is, "This isn't fear mongering or snarky criticism, I'm really trying to help." Another is, "I sincerely worry that all over the world, this is happening right now: 'Oh look, a new Facebook profile design.'"

If you can figure out what the article is about based on stuff like that, maybe you deserve a $30 million prize as well. But assuming Yahoo! knows all this—that the app is based on someone else's work, doesn't work very well, and is maybe even illegal—it's got more to worry about. Nick D'Aloisio is a tantrum-throwing problem child. Back when he was pushing Trimit to Gizmodo in 2011, he had a nuclear meltdown in my inbox, sending over a hundred histrionic emails to me and my colleagues screaming, pleading, bleating to get his way. Gizmodo published a handful of them back then, and my colleague Adrian Chen revisited those a couple of days ago. But I thought it would be worthwhile to take a deeper dive.

Here are just some of the emails we received—most were directed at Casey Chan, who handled app coverage, but they were cc'd to a wider group. Keep in mind that their author is now rich for the rest of his life.

Hi Casey,

Release is on Wednesday so do you think you could be able to release something for that day? We would be so grateful if you could! We could give promo codes for a competition etc if you'd like? Do you want me to send a pre-release version or will you write the article on the day?

Thanks!
Nick

Hi Casey,

Release is likely to be tomorrow so do you think you could be able to release something for that day? We would be so grateful if you could as we understand how important Gizmodo is in terms of spreading tech news across the web! We could give promo codes for a competition etc if you'd like? Do you want me to send a pre-release version of the app today or will you write the article on the day?

Regards,
Nick

Hi Matt,

How is everything going regarding trimit? I have some information that I'd like to send to the reviewer so how could I go about doing that? (email address?)
Hope your day is going alright (I'm a little stressed here haha)

Thanks,
Nick D'Aloisio

Fwd: (please reply!!!) trimit;automatic summariser (exclusive preview of iPhone app)

Hi Casey,

It is really imperative for our rankings that the article goes out tonight! Could that be possible? How did you actually find the app?
Why are you not replying to our emails? Sorry if we seem to be emailing quite frequently, its just it is realy hectic on launch day and trimit is doing so well that we want to keep it climbing in the ranks! with Gizmodo's help, we could definitely get to no1 in category.

Could you do something for Giz tonight?

Thanks so much,
Nick

Please get back to me even if you decide not to do the story but I'm trying to show you (without hassling!) that there is a lot more behind the business than the app at this point, and like you said, we eventually aim to sell the algorithm to enterprise companies, e.g law firms so that abstracts for cases can be instantaneously made and accurately produced since this process of "abstraction" would be used.

trimit has been released today and we are willing to give you guys the exclusive story! http://www.crunchbase.com/company/trimit and app store link; http://itunes.apple.com/us/app/trimit/id446909528?mt=8. trimit has got all 5 star reviews on the store so far and is in top 10 of its category already! Would you like to do the story? We can send promo codes.

Fwd: PLEASE REPLY. trimit;automatic summariser (exclusive preview of iPhone app)
We need a response!!!

Fwd: (URGENT) trimit; article?
Hi Casey,

How are you finding trimit? Could you guys put it as App of the Day as we really feel trimit would be appropriate for this title; over twenty 5 star reviews, climbing ranks in Utility category and close to breaking top 100 of store, innovative and brand new idea to the App Store so will be interesting for Gizmodo readers :)

Please could you reply so we know whats going on????

Thanks so much,
Nick D'Aloisio

Casey?

Please reply as we need to know what's going on for tomorrow.

Thanks,
Nick

Hi Casey,

Just wanted to check how everything is going regarding trimit? Do you think we could possibly get featured on Gizmodo tomorrow on launch day?

Thanks so much!

Hi Casey,

How are you finding trimit? Could you possibly do a post? We'd be so appreciative if you could!

Thanks
Nick

Hey Casey,

How are you finding it? We're coming 38th in Utilities now already!

Hey Casey,

Did you get our last message? All our reviews so far in the store have been 5 star!

Cheers,

Hi Casey,

Could you give me an update regarding an article?

Casey, is that possible? Did you try it out?

Hey casey,

Are we going to please get a post? We now have over 10 five star reviews and are in top 20 of utilities!

Thanks,

Casey? Are we going on at 6pm?

Hi Casey,

Could you do a post today just mentioning trimit etc.? Is that possible? Please reply

Thanks

Please reply?! We really need to know if we can get this article out today?

Casey? Could you please reply? Now coming 10th in utilities!

Regards,

Hey Casey?

Please Casey. This is putting the app at jeopardy. Can you just tell me if you could do an article or not?

Regards,

Hi casey,

How is it?

Are we likely to be app of the day?

Regards,

I have to stop and highlight this one, because just, wow.

why are you not replying to our emails...
At least email us back to say if you can do the article or not?

I'm sure the community would love the concept! (they did when it was on Mashable)
Could you guys put something short on tonight?

Regards,

Casey what do you think?

At this point, we'd had enough.

Casey,

Why does it say "worst app of the week" next to our app? It wasnt there a minute ago?

I can't believe this. Please just put us back on the list. Anywhere.

I feel like crying I'm that disappointed. Please.

You don't understand what this means if we don't get featured. We'll go bust and I'll end up unemployed.

Why have you done this. I can't actually believe this is happening.

Please, seriously Casey, don't destroy my livelihood.

I am speechless about all of this. I can't believe we were on there and now off. What have I done. I'm such an idiot.

Oh crap, please remove that tweet. Oh my God please just change everything to how it was; you don't understand what your going to do

Fwd: We're going to go bust now.

Casey? Please :)

We're going to lose all our sales. Please don't do this Casey. It's not fair; we are not the worst iPhone app on the store for this week. Just remove us from the list altogether.

I cannot believe this is real and you'd actually do this to a startup. You will single handedly destroy our app.

Please consider what you are doing.

Hi Casey,

What's up? Why aren't you replying. Could you give us feedback on trimit (not in top 10 of category!) and tell us the status of a possible article?

Thanks so much!
Nick

Please Casey. This is putting the app at jeopardy. Can you just tell me if you could do an article or not?

Regards,
Nick

Fwd: We're going to go bankrupt now

Why didn't you reply to me earlier saying to stop emailing. I swear to God i Would've stopped. I didn't mean to do this to you or to my team and our app; we're already in debt now. Please just return it to the way it was, neither of us lose out that way and we can all just move on; you'll never hear from me again but come on, you said we were going to be on the list yesterday and therefore we began investing in heavy marketing for this evening. Now we've wasted $10,000 as we dont have the article to accompany the efforts.

That puts us in debt and we can't pay that back for ourselves so now I'm going to have to go without food for the next month.

Please man. Please.

And that's maybe half of everything he sent us.

OK, he was 15 at the time. Maybe he's matured incredibly, miraculously, over the past two years. Maybe. But no brat has ever been cured by dumping $30 million into his teenage lap and touted as a wiz-kid who will save a giant, ailing company.

[Photo via Wikipedia]

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One Day, You're Going to Die. Here's How to Prepare for It

March 28th, 2013Top Story

One Day, You're Going to Die. Here's How to Prepare for It

By Thorin Klosowski

One Day, You're Going to Die. Here's How to Prepare for ItIt's a fact of life that we're all going to die at some point. While it's not something you probably want to think about, you can make things a lot easier on yourself (and your family) if you get everything in order now. Here's what you need to do.

Your inevitable demise is hopefully not on your mind too often, but it's still something you should think about long enough to get everything in order. Doing so ensures that everything in your life is organized so others can see what you want to happen after you're gone, what you own, and how to handle a variety of situations.

If this sounds daunting, don't worry too much: being unmarried, without children, and without a useful asset to speak of, I was able to get everything in order in about two hours (I still had a lawyer friend double-check everything to ensure I wasn't accidentally giving my dog medical power of attorney). The more you own the longer it'll take, but it's not nearly as time-consuming as it looks because most of this stuff you probably already have ready to go.

Note: You can do a lot of this stuff on your own, but it's a good idea to speak with a lawyer about your will, assets, and general estate planning. This guide is meant more to get you acquainted with terms, provide DIY options when applicable, and help you collect together what you need.

Decide What Happens After You Die

Planning for your death is actually two things: what happens after you die, and what happens if you're ill and unable to handle decisions yourself. Let's start with taking care of what happens after you die, starting with your last will and testament.

Write Your Last Will and Testament

One Day, You're Going to Die. Here's How to Prepare for ItYour last will and testament is a document that designates what happens with your property, guardianship of your children, and names the person (executor) who carries out your wishes after you die. If you don't own a lot of property, a simple will is likely all you need.

It's possible to draft up a simple will on your own, but it comes with its own set of pros and cons. These include problems with outdated information, specific state related tax issues, and how they handle specific trusts. As USNews notes, online wills are a one-size fits all solution, that can't always account for the complicated situations of real life. However, if you only need a very basic will SmartLegalForms, LegalZoom, or RocketLawyer all provide a simple template for doing so for between $15 and $80. These laws and requirements change often, and if you don't do it right you might unintentionally give someone more power over your estate then you want. Most simple wills have just a few sections where you can say what happens to your assets, and designate who gets any property you own.

When you're drafting up your will, you'll also name your executor. After you die, this is the person who handles your estate (all of your property), finances, debts, and everything else. It should go without saying this is a person you would trust to handle your estate when you're alive. Once you die, a probate court will officially give power to your executor to handle your affairs. They do not have control over your estate until after you die.

Finally, to make the will legally binding, you'll usually need to get signatures from at least two witnesses (who aren't beneficiaries listed somewhere on the will), and it's advisable to get it notarized by a notary public. You can usually find a notary public at your bank, and they act something like an official witness for legal forms.

If you have a lot of assets that you want to designate to multiple people, or to make sure your will is legally sound, you should speak with a lawyer about getting a more advanced will written up. Things start getting really tricky when finances are involved, and if you have a lot of assets it's worth at least consulting with a lawyer (if you need help finding a reputable lawyer here's our guide). I spoke with lawyer Elizabeth D Mitchell of Ambler & Keenan, LLC about the basics of what you can expect from an estate planning firm:

I usually start people out with a form and have them think about who they would name as their power of attorney. From there, we'd look at their assets and arrange for special circumstances. It's important to remember that estate planning isn't just what happens after death, it's also about what happens if you're incapacitated... What I always tell people is that it costs more to clean up a financial mess afterwards then it does to plan ahead.

Mitchell also adds that although it takes a little time to get everything in order, most estate planning lawyers offer some type of free consultation before they into your plan. This is because once they set up a plan with you, you'll be dealing with them for the rest of your life so it's important to know exactly what you're getting into. Mitchell also recommends people at least speak with a lawyer about writing up their will even if they don't own a lot of property because it's possible a single mistake could mess everything up. As the New York Times points out, the law is different in every state, and something as minor as not declaring the document a will out loud will make it invalid in certain states. A lawyer is also handy to set up trusts so your family gets paid out. According to the Wall Street Journal, trusts are increasingly important:

Rick Law, founder of estate-planning firm Law ElderLaw LLP in Aurora, Ill., says estate planners increasingly recommend revocable trusts in addition to wills, since they are more private and harder to dispute. "Every will is like a compass that points toward the closest courthouse," he says.

A revocable living trust can be changed anytime during your lifetime. After you transfer ownership of various assets to the trust, you can serve as the trustee on behalf of beneficiaries you designate. Provided you do so, there aren't any ongoing fees.

That said, if you don't own that much, or you don't mind leaving it all to one person, the whole process of writing out your own will takes about 20-30 minutes. Photo by Ken Mayer.

Outline the Funeral or Memorial Service

One Day, You're Going to Die. Here's How to Prepare for ItObviously this step is optional, but if you want something specific to happen at your funeral or memorial service after you die it's a good idea to get it in writing, and let your family know your wishes. Doing so gets rid of the headache of planning for your family, and ensures you get what you want. You don't need to go in and plan everything out, but here are a few things worth considering:

  • If you want a burial, you need to find a grave plot. You'll need to contact a local cemetery and purchase a plot if so. If you want a specific cemetery or plot, the earlier you do this step the better.
  • If you want cremation, you'll work with a funeral director, so contact a local funeral home and arrange any details with them.
  • Decide if you want to pre-pay for any arrangements so you don't have to worry about your family paying for anything while they wait to get access to your money. Since the average funeral is around $6,500, so it might be helpful to pay ahead of time.

At this time, you can also decide if you want anything specific in a memorial service, how you want the wake handled, and everything else. It's also common to add these details to the will if you want to make sure your wishes are followed. Obviously this is a very personal event, and what you want depends a lot on your religious and social background. It's a good idea to make your wishes known to family members to take the pressure off them when the time comes.

Designate What Happens If You're Ill or Incapacitated

Just as important as what happens after you die is what happens if you're ill, incompetent, or incapacitated. For this you need a living will, a power of attorney, and a medical power of attorney. If it sounds a little scary, don't worry, it doesn't take a lot of time and by the end you'll know that you'll only get the medical support you want.

Designate a Power of Attorney

One Day, You're Going to Die. Here's How to Prepare for ItA power of attorney is the person who can attend to financial or legal matters if you fall ill or are unable to handle them for yourself. It's a good idea to choose a power of attorney so that they can attend to your financial and legal issues immediately after you fall ill. The power of attorney expires when you die, and the control of your finances typically shifts to the executor you named in your will. In some cases this is the same person.

You have a lot of choices for different types of power of attorney, but experts typically recommend is a durable power of attorney. This type of power of attorney goes into effect immediately after you sign the documents and lasts until you die. Essentially, when you sign it your power of attorney will have immediate access to your finances and legal matters the second you're declared incompetent or incapacitated.

The form to designate a power of attorney varies by state, but if you want to do it yourself you can get a document from the same services where you did your will (SmartLegalForms, LegalZoom, or RocketLawyer). If you're giving one person complete control over everything you can likely manage to fill this out yourself, but if you want to limit what they can do it's likely best to consult with a lawyer. Photo by Andy on Flickr.

Prepare a Living Will and Designate a Medical Power of Attorney

One Day, You're Going to Die. Here's How to Prepare for ItYour living will (aka advance health care directive) outlines your wishes for medical care if you're in an accident and can't speak for yourself. The information you provide ranges from resuscitation guidelines to whether or not you want dialysis.

Every state has different paperwork for your living will, and different guidelines (you can grab paperwork specific to your state here). Essentially, each form allows you to designate what type of medical care you want to receive if you can't speak for yourself, as well as designate if you want to donate any of your organs to science. Again, you'll usually need two witnesses when you sign, and it's wise to get it stamped by a notary. When you're finished, keep a copy for yourself, and give copies to your physician, a family member, and your healthcare agent (your lawyer will also keep one if you use one). Additionally, if you do not want CPR or ACLS, you want to fill out a Do Not Resuscitate order with your doctor.

Not every medical procedure known to man is covered in the living will, and for those unexpected occurrences you may also want to designate a medical power of attorney (also known as an agent, attorney-in-fact, health care proxy, or health care surrogate depending on where you live). This person can make medical choices for you if they're not included on your living will, or if you give them the power to override your previous choices if the circumstance warrants it. Additionally, they can also get the right to see your medical records (which is helpful if you choose anyone other than direct family), apply for Medicare on your behalf, and make choices about any medical procedures when you can't. Again, this differs by state, but you'll often name a medical power of attorney on your living will. Of course, before you give someone the power of attorney you'll want to go over what type of medical treatments you want and don't want, and make sure they agree to follow your wishes.

The living will and health care power of attorney forms are important for everyone to fill out. I did mine in about 10 minutes. With these completed, you'll have the peace of mind that you'll get the medical care you want (or don't want) in just about every circumstance. Again, a lawyer is helpful here if you're unclear about anything. If you're not sure what type of treatments you'd like when you're incapacitated you should speak with your doctor. Photo by Social Innovation Camp.

Organize Your Finances, Life Insurance, Bills, Debts, and Everything Else

One Day, You're Going to Die. Here's How to Prepare for ItWhile the bulk of your assets are distributed on your will, you still have a lot of financial obligations out in the world. Naming an executor on your will and a power of attorney is just one step. You've probably already done this, but it's also important to get all your finances organized so your heirs can actually find what they need. According to the National Association of Unclaimed Property, around $32.9 billion assets are currently unclaimed because the state took hold of them instead of the family. So, whether you decide to write up your will with an estate planner or not, you still need to get everything in order.

Two of the most important documents are your life insurance policy (especially policies from former employers) and retirement plans (as well as pensions and annuities), because both are easy to overlook. If your heirs don't know these accounts and policies exist, they can't claim them and the funds usually go to the state. So, gather up your various policies and keep them together.

If you don't have a life insurance policy, you might want to get one, and we've walked you through what you need before. A life insurance policy isn't just about covering your salary after you die, it's about helping your family pay for funeral costs, car loans, credit cards, mortgages, and everything else.

To make the process easier on your family when you pass away, it's also a good idea to gather together all your debts (especially big ones like your mortgage, car loans, or credit cards) in one place so your heirs can pay your bills for you while they figure everything else out. You likely already do this, but it's good to keep everything together so they don't have to search for it. To make the process even easier (and skip over any conflicts with power of attorney), you can add a family member to at least one of your bank accounts so they always have access to some of your funds.

If you have a lot of sources of income, it's a good idea to meet with a financial advisor to get everything organized. You can find one through The National Association of Personal Financial Advisors. With your financial advisor you can set up beneficiaries for retirement plans, make your accounts accessible, and create spending plans for your surviving family.

Secure Your Digital Life (and Pass the Keys onto Someone You Trust)

One Day, You're Going to Die. Here's How to Prepare for ItIt's increasingly important to also hand over the keys to your digital life when you're preparing for your death. We have a guide for getting everything organized that's easy to follow.

The reason this is an important step is not just to give your heirs access to your bank accounts, it's also so they can shut down services you don't want around. For example, Facebook can memorialize your page if you want, but if you don't want that digital record sticking around, you might make a request to your heirs to delete it outright. Likewise, if an heir wants access to your Google account and you don't give them the password, they'll need to provide a name, address, photo ID, email, and death certificate. Which is to say, it's a lot easier for your family if you just give them your passwords.

So, when you're putting together your list of usernames and passwords, include instructions for how you want those accounts handled, including if you want them to do anything specific with your home computer. It might seem a little weird, but if you want a little control over how your digital life is handled after you die, this is the only option. If you're using a password manager like Lastpass then you can just look in your password vault for a full list of all your accounts and passwords. It only takes a couple of minutes to copy the ones that really matter.

Set Up a Master File of Everything

One Day, You're Going to Die. Here's How to Prepare for ItOnce you have all your paperwork sorted, wills filled out, and everything else, it's time to pack that all into master file you share with a close family member or friend. Remember, this includes everything about your life, so keep it in a safe place (or in a safe deposit box), and share it's location with your family. After completing the steps above, you should have everything in order, but here's what you should include (List culled together from UC Berkeley, The Wall Street Journal, and our own "In-Case-of Emergency" document):

  • Will
  • Letter of instruction
  • Birth certificates
  • Marriage certificates
  • Citizenship papers
  • Divorce/separation papers
  • Adoption papers
  • Social security numbers/cards
  • Passports (numbers and expiration dates)
  • Driver's licenses (number, expiration dates)
  • Military records
  • Names/address/telephone numbers of healthcare professionals
  • Healthcare proxies/living wills
  • Medications (dosages, name of prescribing physicians, pharmacy, address/telephone
  • Address and phone numbers of hospitals of choice
  • Medicare numbers
  • Medicaid numbers (caseworker numbers, address/telephone)
  • Social worker or caseworker names and contact information
  • Passwords, web sites, and other digital information
  • Income sources (retirement and/or disability benefits, Social Security, etc.)
  • Financial assets (institution names, account numbers, address/telephone, form of ownership, current value) of cash, bank accounts, stocks, bonds, mutual funds, money market funds, retirement and pension plans, IRAs, annuities, life insurance
  • Real Estate (property addresses, location of deeds, form of ownership, current value)
  • Other assets (location of items/titles/documents/form of ownership, current value) including automobiles, boats, inheritances, precious gems, collectibles, household items, hidden valuables/items in storage, loans to family members/friends
  • Liabilities (Creditor institutions, address/telephone, approximate debt) of mortgages, personal loans, credit cards, notes, IOUs, other).
  • Trust documents

While some of these records need to be physical copies (like your birth certificate), others, like contact info, a copy of your will, and property information can be digital, so use whatever system you're more comfortable with. Whatever you decide, keep everything organized in a folder together, and let a family member know where everything is.


If you need a little help getting everything organized, webapps Everplans, Get Your Shit Together, and CNN's guide to estate planning are great resources that guide you through more of the specifics. As always, if things get too complicated, don't hesitate to contact an estate planner for help—most will offer you a free consultation.

Thanks to Elizabeth D Mitchell of Ambler & Keenan, LLC for taking the time to talk with me about what to expect from an estate planning law firm.

Title photo remixed from O.V.D (Shutterstock), crackerjack_777, and Nemo.

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