July Financial Tasks

A timeline of monthly financial activities

The lazy days of July are a great time to get your estate in order. Follow this guideline to stay on track with your monthly financial tasks.

July is a great month for estate planning. The lazy days of summer and lack of school functions free up time to take care of reviewing wills, trusts, powers of attorney and beneficiaries. Remember to also visit and review what’s in safety deposit boxes.

Summer is a great time to pull out old documents and have them shredded. Many financial advisors offer a free shredding service for clients.






Summer is a good time to get eldercare documents in order. Especially when vacations might mean visiting with those who need powers of attorney and other documents in place for the next stage of their life.


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