Create Your Pet Directive in 9 Easy StepsWhen you have a pet, all you want is for them to be safe, happy, and healthy. This applies to the present and the future. Should anything happen to you, wouldn’t you want your pet to be taken care of? The only way to ensure they can continue to thrive even if you are no longer here to take care of them is to create a Pet Directive.
Create Your Durable Financial Power of Attorney in 5 Easy StepsCreating a Durable Financial Power of Attorney (POA) is an important step in your estate planning journey - congrats on committing the time! Your Power of Attorney will allow you to indicate your financial wishes and entrust them to someone close to you. Once it’s completed, you’ll rest easy knowing your wishes are recorded and secure.
Create Your Health Care Directive in 6 Easy StepsCreating your Health Care Directive is an important step in your estate plan. Having a Health Care Directive ensures that your medical wishes will be respected should anything happen to you. Any health complication can be an emotional time for you and for your loved ones. Having a Health Care Directive helps you let your loved ones know what you prefer so they aren’t burdened with making tough decisions on your behalf without your opinion.
Create Your Trust in 7 Easy StepsCongratulations on taking this step in your estate planning journey! Creating your trust will bring you peace of mind, knowing your wishes are properly recorded and your loved ones are protected. We’re here to make it as easy as possible so you can get back to doing what you love: living!
Unlocking the Potential of Your Trust: What You Can IncludeEmbarking on your Estate Planning journey is an exciting - yet - potentially overwhelming task. Stay calm and collected throughout the process by keeping yourself organized. Before taking the first steps in creating your trust, you will want to make sure you have a strong understanding of what a trust is, what the benefits are, and which type of trust is right for you.
GoodTrust: Empowering 500K Members & Counting!With both excitement and a heartfelt sense of purpose, we celebrate a remarkable milestone - GoodTrust has touched the lives of over 500,000 individuals! 🎉
How to Make Your Power of Attorneys & Health Care Directives Valid in Your StateWelcome to the next step of securing your legacy! With your power of attorney or health care directive in hand, you're on the verge of ensuring its legal execution according to your state's regulations. Remember, each state holds the power to establish its laws within certain parameters. In the following sections, you'll discover state-specific insights about signatures, document storage, execution procedures, and even who can draft such documents. Adhering to your state's rules is crucial to guarantee the legitimacy of your documents. Let's dive into the details!
The Ultimate Bucket List: 50 Must-Do Adventures for a Life Well-Lived!Are you ready to seize life's most exciting adventures while securing a future you can be proud of? Look no further! Welcome to the ultimate guide on creating a bucket list that not only promises unforgettable experiences but also empowers you to plan ahead for peace of mind. Whether you're a thrill-seeker, a wanderlust, or simply someone who wants to make the most of life, we've got you covered. Checking off each one means you're constantly taking steps toward a life well-lived— one where you can look back with lots of memories and no regrets.
How Financial and Estate Planning Work Hand in HandFinancial Planning and Estate Planning go hand in hand. As your client's needs evolve, so should the resources you offer. By working together to simplify the complex, they can focus on what truly matters: their lives and loved ones. In the US, 67% of Americans lack an estate plan and, as a country, we rank 14th in the Global Financial Literacy Survey. Planning for the financial future can feel complex and out of reach for some, and offering estate planning can help them make sense of the future and clarify what matters for their financial plan.
How to Make Your Wills & Trusts Valid in Your StateWelcome to the next step of securing your legacy! With your will or trust in hand, you're on the verge of ensuring its legal execution according to your state's regulations. Remember, each state holds the power to establish its laws within certain parameters. In the following sections, you'll discover state-specific insights about signatures, document storage, execution procedures, and even who can draft such documents. Adhering to your state's rules is crucial to guarantee the legitimacy of your documents. Let's dive into the details!
Estate Planning for your College Bound StudentCongratulations high-school graduates and congratulations to you too, parents! Now that your child has completed one of the first life milestones it is time to make sure they are properly set up to live through and achieve the rest of the fantastic breakthroughs that lie ahead. As a parent, it can be tough seeing your kids grow out of teenage-hood and into young adulthood. It is natural for you to want to know how you can best assist your child during this time; helping create the first set of documents in their estate plan is a great way to remain hands-on while allowing them to flourish as young adults.
What is a Revocable Living Trust and Why Should I Consider One?When it comes to estate planning, there are various tools and strategies available to ensure the smooth transfer of assets as well as protect the interests of your loved ones. One such tool that has gained popularity in recent years is the revocable living trust. This legal arrangement allows individuals to maintain control over their assets during their lifetime while providing an efficient distribution of assets after their passing.