Estate planning: Essential documents for organizing inheritance

Guidelines have been issued to assist individuals in organizing essential documentation for inheritance and estate planning. Profeco released a guide emphasizing that preparing a will involves more than just designating heirs; it requires the systematic organization of patrimonial information to facilitate future legal processes.

Recommended documentation includes identification, employment and social security records, bank account details, Afore information, credit records, and insurance policies. For real estate and vehicles, it is advised to gather property deeds and invoices to clearly distinguish ownership from debts.

Experts suggest maintaining a patrimonial folder in both physical and digital formats. While this folder does not replace legal counsel or automatically transfer assets, it serves as a map for heirs to locate vital information, such as notary details and the designated executor, thereby reducing administrative complexity during succession.