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July at Trust & Will

Summer Travel + 5 Step End-of-Life Planning Checklist

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Summer Travel + 5 Step End-of-Life Planning Checklist
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Ready, Set, Travel ☀️ 🛫

The calendar says it's time for cookouts, family time, and of course — summer travel...

But, before you hit the road and take to the sky, take a moment to make sure your family is protected (and yes, that means more than just reapplying the sunscreen).

  • Have an Emergency Plan in place — Emergencies come in all shapes and sizes, here's how to create an emergency plan for your family
  • Digital Packing Tips — A guide to counteract any unexpected travel mishaps
  • Check in on your Estate Plan — Make any necessary changes to your documents, and complete Healthcare and HIPAA forms before you travel
Review Your Plan

 

✅ 5 Step Checklist for End of Life Planning

youtube video

Planning for the end of our lives is not easy, but the peace of mind it brings can be invaluable. Your end-of-life plan could include things like:

  • End of life care, medical wishes, and funeral arrangement preferences
  • Power of Attorney documents
  • A Will or Trust (or both!)

Our very own General Counsel, Patrick Hicks, walks you through the 5 steps you can take to incorporate your end-of-life planning into your Estate Plan.

Watch the Video

📢 What's new at Trust & Will

Member Dashboard — Next steps for your Estate Plan

Last week, we launched our new member dashboard, making it easier for you to navigate your Estate Plan. Included is an improved design, guidance on completing legal docs, suggestions on how to take advantage of membership and platform benefits, and more.

Login or complete your plan to access this feature.

In the news...

Trust & Will featured in Business Insider Personal Finance on how to create a Will from the comfort of your own home. 🏘️
 

 

 

 

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