Estate Plan Checkup Time! Are Your Documents Up to Date?

This episode wraps up the series, emphasizing that your estate plan isn't a one-time task, but rather requires regular reviews and updates. It's important to keep your beneficiary designations current and ensure your legal documents reflect your present wishes. Use an estate planning checklist to maintain your lasting power of attorney and keep your affairs in order.

00:00 Introduction to Episode Four
00:12 Recap of Previous Episodes
00:30 The Importance of Updating Your Estate Plan
00:43 Common Changes That Affect Your Estate Plan
01:30 Introducing the Free Checklist
01:44 Checklist Walkthrough: Assets and Beneficiaries
02:08 Checklist Walkthrough: Children and Documents
02:34 Checklist Walkthrough: Intentions and Final Thoughts
03:17 Conclusion and Call to Action

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This episode wraps up the series, emphasizing that your estate plan isn't a one-time task, but rather requires regular reviews and updates. It's important to keep your beneficiary designations current and ensure your legal documents reflect your present wishes. Use an estate planning checklist to maintain your lasting power of attorney and keep your affairs in order.