As a busy professional, your days are packed with meetings, deadlines, and commitments. Estate planning might seem like one more thing to add to your already overflowing to-do list. But here’s the good news: creating an estate plan doesn’t have to be complicated, time-consuming, or expensive.
With a little guidance, you can secure your family’s future and protect your hard-earned assets—all without disrupting your busy schedule.
This quick start guide is designed specifically for professionals like you.
Why Busy Professionals Need Estate Planning
If you’re wondering whether estate planning is worth your time, consider this:
You’re Building Wealth: As your income grows, so does the need to protect your assets.
Your Time is Valuable: Without an estate plan, your loved ones may face lengthy probate processes, draining both time and money.
Life is Unpredictable: An estate plan ensures your wishes are honored, even if the unexpected happens.
For busy professionals, estate planning is not just about preparing for the future—it’s about managing the present efficiently.
Step 1: Start with the Essentials
Focus on the most critical components to get your estate plan off the ground quickly:
Set Up a Revocable Living Trust: Specify how your assets will be distributed and name a guardian for your children, if applicable.
Designate Beneficiaries: Ensure your retirement accounts, life insurance, and other assets have up-to-date beneficiaries and include your trust as the beneficiary. A minor should not be listed as a beneficiary.
Feeling stuck here- download our workbook to help you work through those hard questions.
Step 2: Protect Yourself with Key Documents
Estate planning isn’t just about what happens after you’re gone—it’s about protecting yourself during your lifetime:
Durable Power of Attorney: Authorize someone to handle your financial matters if you’re incapacitated.
Healthcare Power of Attorney and Advance Directive: Ensure your medical preferences are followed and appoint someone to make decisions on your behalf.
These documents are essential for avoiding unnecessary stress and complications during emergencies.
Step 3: Organize and Store Your Documents
Busy professionals thrive on organization. Use tools like the Legacy Vault, our secure digital storage solution, to:
Safely store your estate planning documents, passwords, and financial information.
Access your documents anytime, from anywhere.
The Legacy Vault is available for a one-time fee of $500 for life time access, providing peace of mind and accessibility for your busy lifestyle.
Step 4: Review and Update Regularly
Life changes—so should your estate plan. Set a calendar reminder to review and update your documents annually or after major life events like:
Getting married or divorced.
Buying a home.
Having children.
Every 3-5 years
Step 5: Take Advantage of Easy, Affordable Solutions
Estate planning doesn’t have to mean hiring expensive attorneys or spending hours on paperwork.
Why Wait? Get Started Today
Estate planning is one of the most important investments you can make—for yourself and your loved ones. It’s quick, it’s affordable, and it’s designed to fit seamlessly into your busy schedule. In fact, we pride ourselves in getting Your Estate Plan done quickly, easily, and from the comfort of your home.
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