5 Step Checklist for End of Life Planning | Trust & Will

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  • Опубликовано: 31 июл 2024
  • End of life planning is very important. You don't want to leave your loved ones behind with the stress and burden of getting your affairs in order. That's why in this video we'll give you a simple 5 point checklist for end of life planning. bit.ly/3OsqGpP
    To dive deeper on this subject, check out our end of life planning guide by clicking the link above.
    Timestamps:
    0:00 - End of life planning
    0:41 - Importance of end of life planning
    1:30 - 5 step checklist
    1:40 - Step 1: Prepare your end of life planning documents
    2:27 - Step 2: Decide if you want just a Will or a Will and Trust
    3:00 - Step 3: Make a list of your assets
    3:35 - Step 4: Determine your end of life housing plans
    4:18 - Step 5: Write down your final wishes
    5:07 - Key takeaway and more resources
    About Trust & Will:
    We make estate planning easy and affordable. On our site, you can create an estate plan in as little as 10 minutes. If you have questions, we have an attorney-led customer support team ready to instantly help.
    Legal note: Keep in mind, every situation is unique and the following is not legal advice. But we hope it helps you get started with your estate planning process.
    Information:
    Website: trustandwill.com
    Instagram: / trustandwill
    Facebook: / trustandwill

Комментарии • 10

  • @Trustandwill
    @Trustandwill  2 года назад +1

    What did you think about our checklist? Do you understand the importance of end of life planning? Let us know in the comments below. And check out our full guide on end of life planning here: bit.ly/3OsqGpP

    • @JudgeCommitee-ck5wq
      @JudgeCommitee-ck5wq 3 месяца назад

      Clients are warning you should not be selling your legal documents to inheritance thieves and we recognize they are allowing non lawyers to practice law without a license.

  • @taffykins2745
    @taffykins2745 Год назад +3

    What if you are the only one left? There are no "loved ones". How do you handle that? Dispose of everything then go sit on the curb? Please advise.

    • @hocuspothos387
      @hocuspothos387 Год назад +1

      What did you end up deciding to do?

    • @taffykins2745
      @taffykins2745 Год назад

      @HocusPothos Nothing. Thanks for the reminder to figure that out tho! I still don't know exactly what to do, but I hate to let the state take over anything I worked an entire lifetime for. I guess the coroner's office can figure out some of it.... Oh well for now! What would you do?

    • @JJJJHandle
      @JJJJHandle Год назад +1

      @@taffykins2745 I would consider helping select friends and/or their kids (e.g. college funds, house down payments) and organizations for general people help and furry friends help. Some examples for me are American Lung Association, Salvation Army, Humane Society, Service Dog Project.

    • @Chola18Bella
      @Chola18Bella 4 месяца назад +1

      I've thought about this for so long. I know I'm going to leave so much behind that no one will care about.

    • @taffykins2745
      @taffykins2745 3 месяца назад

      @Chola18Bella I thought about what you said. And I thought about what I said over a year ago. Do you want to talk? It would help me, maybe you too. My house is a giant mess. The only thing that I can hang on to right now is that it's not really my house. I'm only the steward. I have to make it right. Where are you at right now?

  • @user-sk4gj3ji3o
    @user-sk4gj3ji3o 4 месяца назад

    Even if you listen 1 single chapter from my mom it will change your destiny

  • @JudgeCommitee-ck5wq
    @JudgeCommitee-ck5wq 6 месяцев назад

    Are you nuts there are a 100 steps. If your documents only have five steps we’re getting the state of the art NICER Fiduciary Security Legals and Fiduciary Service Paralegals. They command a team of millions to install the other 95. For arbiter validation certified registered ownership title administrations to avoid the crime and fighting. Podcast will earn you more than obsolete trust and wills will.