Ready to end the confusion and confidently move forward in getting an estate plan that works? Discover Your Organized (after)Life Workshop.
The reality is that how you own your assets and how they transfer will determine whether your plan happens, WHETHER OR NOT you have good legal documents. You can not set up a manageable to-do list without understanding this reality. I’ll walk you though this important, but easy to understand concept that is the basis for any effective estate plan.
The people who leave behind a manageable to-do list for their loved ones took common steps in their planning. I’ll walk you through each necessary step.
Leaving behind a manageable to-do list take more than documents, it takes a strategy – like knowing if you should have a trust or not. You can only get a personalized strategy through a local attorney licensed in your state. I’ll give you tips on how to locate an attorney who bring you incredible value.
A manageable to-do list takes a strategy and good documents to set up the strategy. But the strategy won’t happen unless you’re financially organized. I’ll walk you through the organization process and teach you how to keep your finances organized.