Law Offices of Terri D. Mason, P.C.


Estate Planning Travel Checklist

young couple got help with mortgage interest, signed contract for a long-term housingTraveling should be a time of enjoyment and relaxation. However, unexpected accidents and emergencies can mar a well-planned vacation. To ensure your peace of mind and safeguard your legacy while you’re away, having a solid estate plan in place is a non-negotiable.  Here’s a comprehensive travel checklist to make sure your estate affairs are in order.

Important Estate Planning Documents

The core of estate planning lies in a few key documents. Understanding what they are and how they work is the first step toward establishing a solid plan that brings both you and your loved ones peace of mind.

Don’t just have these documents in place; make sure your family or an authorized person knows where to access them.

What You Should Do Before Traveling

Preparing for a trip extends beyond packing your suitcase. Taking care of important matters before you depart will save you from potential headaches and ensure you can fully enjoy your adventures.

Review and Update Beneficiaries

Insurance policies, investment accounts, and retirement plans often have designated beneficiaries. Ensure these are up-to-date. Life changes, like marriage, divorce, or family dynamics, might require you to adjust beneficiaries accordingly.

Guardianship Arrangements

Should you be traveling with minor children, it’s vital to set up temporary guardianship in the event of an unforeseen incident. This gives a trusted person the right to make decisions regarding the well-being of your children while you are unable to do so.

Organize and Protect Your Documents

Leaving your affairs in order before you travel will save heartache in an already difficult situation. Here are some key things to do:

Consult an Estate Planning Attorney in Baltimore

Complex estate planning decisions or international travel can present unforeseen challenges. In these cases, partnering with a qualified estate planning lawyer will bring peace of mind. They can provide the right guidance tailored to your unique circumstances.

At the Law Offices of Terri D. Mason, we understand the importance of safeguarding your legacy and protecting your loved ones. Our experienced trust and will attorneys will help you navigate all aspects of estate planning, ensuring your affairs are in order whether you are at home or abroad.  Visit us for a consultation and let us be a part of your peace of mind before your next journey.