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Would your family know what to do?
Three quick questions. No sign-up, no judgement, just a clearer picture of where your plan stands today.
Question 1 of 8
Does someone you trust know where your important documents are kept?
Question 2 of 8
Have you written down who should make decisions for you if you can’t speak for yourself?
Question 3 of 8
Would your family know your wishes for your goodbye: the service, the music, the words?
Question 4 of 8
Is there a will that still reflects what you actually want today?
Question 5 of 8
Could someone you trust reach your email, bank and social accounts if they had to?
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Have you said who should receive the belongings that carry meaning?
Question 7 of 8
Have you recorded your wishes about organ and tissue donation?
Question 8 of 8
Is there someone you have actually asked to carry all of this out?
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Latest from the Academy
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Academy
Most Common Myths About Estate Planning
Do you need an estate plan even if you don’t have a lot? Surprisingly, yes you do! Let’s discuss the most common…
Academy
What’s an Affidavit and Do you Need One?
An affidavit is a written statement made under oath, used in place of spoken testimony. The types, who may sign one, and…
Academy
How Can you Help your Executor Before you Die?
Your executor plays a major role in distributing your property according to your wishes. But how can you help your executor before…
Academy
How Can you Safely Store your Last Will?
If you’ve started preparing your estate plan you may wonder how can you safely store your Last Will. Let’s have a look…
Academy
Tips for LGBTQIA+ Estate Planning
Same-sex marriage is a reality but is it enough to make sure your partner is included? Here are some tips for LGBTQIA+…
Academy
Sympathy Messages for the Loss of a Parent
What to write when someone loses a parent: short messages, religious and non-religious wording, and what to say to a colleague. Examples…
Academy
I’m a New Executor. What now?
You may ask yourself, “I’m a new executor. What now?”. No worries, we are here to answer all your questions and share…
Academy
Disinheriting in your Last Will: Why and How
Writing someone out of our will is a serious decision. This articles discusses the details of disinheriting in your Last Will: why…
Academy
How to Choose a Trustee for your Children’s Trust
Everyone wants the best for the children and loved ones. And we can help! Let’s talk about how to choose a trustee…
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