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[Free PDF] Estate planning role types

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[Free PDF] Estate planning role types
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mothers day

Helping every family leave their legacy. 👪

We couldn’t be more proud to announce that for the entire month of May, we will be donating a portion of our proceeds to March of Dimes, a nonprofit organization fighting for the health of all moms and babies. We love supporting organizations who have missions aligned with ours.

So feel good knowing that when you complete your Estate Plan this month, you’re also helping support other families. 

Complete Your Plan

(support March of Dimes when you complete)

patrick

Did you know that 34% of those who completed a recent study with us stated that "having kids", was the #1 reason they started their Estate Plan?

What you'll learn in this video:

  • The importance of naming Guardians
  • Choosing an Executor
  • How to distribute assets
  • Specifying final wishes

Check out the latest in our YouTube video series.

ICYMI:  Read our myth busting series, where we explain why you need an Estate Plan, even if you don't have children or tons of assets (yet).

monica

"Once we completed the plan, we immediately felt grateful that it was done, satisfied with the process and the end product, and so we felt good about paying for the value received."

— Monica, Trust & Will member
monica

 

"Once we completed the plan, we immediately felt grateful that it was done, satisfied with the process and the end product, and so we felt good about paying for the value received. "

- Monica, Trust & Will members
 

 

Sound like someone you know?

From Trustees to Executors and more, there are many roles an individual can have in an Estate plan. Which of these sounds most like the loved ones in your life?

Estate Planning Role Types

P.S. Shoutout to all the Caregivers. Modern day women are seemingly superhuman. Find out how they're redefining the role of Caregivers.

 

 

 

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