WHAT IS YOUR BARRIER TO ESTATE PLANNING?

Quiz Questions

• 1.
  I don't have enough money to leave a legacy.

  • A.
    Agree
  • B.
    Disagree
• 2.
  I have little kids, I'm too busy to think about this.

  • A.
    Agree
  • B.
    Disagree
• 3.
  I'm overwhelmed and don't know where to start.

  • A.
    Agree
  • B.
    Disagree
• 4.
  I've done an estate plan, but I'm not sure what it does or if I'm actually "good".

  • A.
    Agree
  • B.
    Disagree
• 5.
  I have wealth. I've done an estate plan. I know exactly what's going to happen. I'm confident I'll leave a legacy.

  • A.
    Agree
  • B.
    Disagree

Quiz Outcomes

• 1.
  YOU DON'T NEED TO BE WEALTHY TO LEAVE A MESS.

  Image Source

  First of all. Let’s get one thing straight. Legacy isn’t synonymous with wealth. Money is just one of many tools. But if you leave a mess, you won’t leave much head space for people to think about the things that actually matter. And you don’t need to be wealthy to leave a mess. Estate planning is just doing what you can so that you leave a manageable to-do list. The first step, is knowing what you have and where it goes. Download the Asset Checklist to list what you have and how you own it.
• 2.
  YOU KNOW YOU NEED TO DO AN ESTATE PLAN, SO LET’S FIGURE IT OUT.

  Image Source

  You know that responsible adults are supposed to get their estate plan done. And being responsible doesn't get any more real than when you become a parent. Being a parent is also when your plan is the most complicated. And the biggest question is who would raise your kids. This question can be overwhelming. It can keep parents stuck and prevent them from getting a plan in place. Well, let's think through this question. Download your free list of Factors in Selecting Your Guardian to help you think it through.
• 3.
  YOU KNOW YOU NEED TO DO AN ESTATE PLAN, SO LET’S FIGURE IT OUT.

  Image Source

  Estate planning is just doing what you can so that you leave a manageable to-do list. You know you have to do it. But you're fairly uncertain of what that looks like or what you need to do. Should you go online? Should you use an attorney? Every time you think about it... you start to get anxiety. Estate planning is reducing the legal to-do list so it's manageable for whoever has to deal with it when you die. When they aren't dealing with a mess, they have more head space to remember you. But, making a manageable to-do list takes more than just documents. People with documents leave avoidable messes all the time. Getting a plan takes working with an attorney in your state. Yikes. How do you even start? Download the Guide to Working with an Estate Planning Attorney to get started.
• 4.
  MAKE SURE YOUR PLAN ACTUALLY REDUCES YOUR TO-DO LIST.

  Image Source

  Estate planning is reducing the legal to-do list so it's manageable for whoever has to deal with it when you die. When they aren't dealing with a mess, they have more head space to remember you. You’ve done the documents, but are you leaving a manageable to-do list? People with documents leave avoidable messes all the time. Organizing your afterlife takes understanding the two fundamental ways our assets can transfer when we die: probate assets and non-probate assets and doing the financial organization so that your assets actually act according to plan. Yikes. How do you even start? Download the Guide to The Two Ways Assets Transfer to get started.
• 5.
  LEGACY IS MORE THAN WHERE YOUR MONEY GOES.

  Image Source

  First of all. Let’s get one thing straight. Legacy isn’t synonymous with wealth. Money is just one of many tools. But if you leave a mess, you won’t leave much head space for people to think about the things that actually matter. Estate planning is just doing what you can so that you leave a manageable to-do list. If you’re confident that you’re leaving a manageable to-do list, that’s fantastic! You’re giving the gift of head space so that people can remember you. Download the Your Story Legacy Prompt to record important parts of your legacy. But. Uhm. If you’re unsure whether you’ll leave a manageable to-do list, take a look at the two types of ways assets can move after you die.