---
title: "Estate Planning: Tips and Pointers"
description: Easy ways to make sure your affairs are in order. You will save your heirs time and grief
image: https://www.gallatin-law.com/hubfs/Canva%20images/Canva%20Design%20DAEZDrfBVk8.png
---
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03/17/2021
# Estate Planning: Tips and Pointers
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Here are some tips and pointers on what to do after you've prepared your estate plan:
1. Let others know where your will is located.
2. Prepare a family tree to identify relatives who may be heirs.
3. Prepare a list of the financial institutions where you have an account.
4. Put beneficiaries on your accounts.
5. Make sure your transfer on death deed is recorded with the Washington County recorder or whichever county your property is located in.
These steps are easy, but can save hours of time and expense. If you have gone to the trouble of preparing your plan, you can definitely find the time and energy to take these steps. Your heirs will appreciate your forethought!
- [heirs](https://www.gallatin-law.com/blog/tag/heirs),
- [estate](https://www.gallatin-law.com/blog/tag/estate),
- [will](https://www.gallatin-law.com/blog/tag/will),
- [end of life planning](https://www.gallatin-law.com/blog/tag/end-of-life-planning)
## [Dan Gallatin](https://www.gallatin-law.com/blog/author/dan-gallatin)
Dan is a lifelong resident of Minnesota. Born in St. Paul, Dan spent many of his formative years growing up there before moving to White Bear Lake. After graduating from White Bear Lake, Dan spent four glorious years at the University of Wisconsin-Madison, earning a degree in two majors. Dan worked as a Senior Investigator at the Minnesota Department of Commerce for several years after graduating from college. During his final years Dan attended William Mitchell College of Law while still working full-time. During this exhausting 3 ½ year period Dan honed his skills in becoming an efficient, to-the-point legal practitioner. While at Madison Dan met his wife, Tonya, and together they moved to Minnesota to plant their roots. Dan and Tonya have two amazing, unique children and reside in Hugo.
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