Go through and organize your important documents. Get everything in order and keep them in a safe place. Some documents may be fine in a desk drawer; others may need to be kept in a fire-retardant safe. As you’re organizing and implementing your estate plan, don’t neglect to let you children and other primary heirs know where your important papers are should they become needed. Your attorney should also have copies of these documents for safekeeping.

Lastly, schedule regular estate checkups with your estate planning attorney. Every two to three years should typically be sufficient to verify that your estate decisions are still appropriate.