You have been meaning to write or update your will. But it's not Top 10 on your list of Things To Do.
You want to ensure you have something in writing for your house, stocks and assets.
But finding time to organize your financial affairs can be really difficult.
And it isn't the easiest thing to think about. Not to mention finding time to see a lawyer
...only to be sent home with a long list of MORE things you need to do.
Having a clear, well-communicated estate plan is key.
Especially when it comes to things like:
- naming a executor
- knowing if assets are going to beneficiaries or to a charity
- the difference between a living will and a final will
- having a power of attorney
And it can be difficult to start talking with family members about end-of-life matters. You don't want any fights.
Or anxious opinions.
It's easier to think, "Maybe I'll just keep things to myself. They can find out when I'm gone. And be surprised when the will is read out loud."
But you've read about families who do that--
they've fallen apart when this approach is taken. Feuding, tears and arguments that sound like they're fighting over who gets the front seat.
And you definitely don't want THAT to happen to your family.
It's a problem we see over and over again when it comes to estate planning.
Which is why we help our clients get their financial affairs in order BEFORE they see a lawyer.
And we do it in a way that opens up conversations. And creates family connection.
Because finalizing an estate plan is about leaving a legacy...not about who gets your stuff.
You’ve worked hard for what you have.
Let’s make sure your legacy goes where you want it to.
You've already heard the horror stories of the government swallowing estates whole with taxes.
Or siblings locked in a bitter battle about who gets the family silverware, cottage or heirlooms.
Creating a straightforward financial estate plan ensures that the legacy you've worked hard to build is distributed the way YOU want.
In less than 60 yes or no questions, you can find out EXACTLY how up-to-date your estate plan is.
Going through the Willing Wisdom Checklist is simple and fast.
And once you're done, you'll get:
A Scrore out of 100
Quickly discover how prepared your estate plan is.
An Action Plan
A thorough list of next steps you can take starting today.
A Report Card
A complete report of your estate plans strengths and weaknesses
Share a copy with your spouse. With your family. With your financial advisor. And get clarity on your legacy today.