You need an effective estate plan. Everyone does.

I’m Jen, a probate attorney. I’ve worked with hundreds of families and I know that even when you have legal documents, you can still leave a mess.

I also know that with a little bit of knowledge, you can have an effective estate plan and avoid leaving a legal mess for your loved ones.

An effective estate plan - ones that minimize the legal to-do list - is simply thinking through the legal to-do list you’ll leave when you die and if you become incapacitated. It’s a strategy of doing what you can now to minimize that list.

An effective estate plan is:
🔸A strategy for the most effect way for legal issues, like how your assets move, to be addressed.
🔸The right legal documents to set up that strategy, like wills, trusts and incapacity documents.
🔸Lining up your assets to follow the plan through things like deeds and beneficiary designations.

Don’t leave a legal mess for your grieving loved ones. Get organized! To do that, it’s important that you understand the basics of how this works. It’s the difference between leaving a mess - even if you have a will or trust - and leaving a manageable to-do list.

Knowledge is power.

🔸Want to learn why legal documents don’t determine whether you’ll need a probate and what does make the difference? Get a free video delivered to you inbox. mailchi.mp/2065798a6252/59386b68po

🔸Ready to get moving? Enroll in Your Organized (after)Life Workshop, an online, at-your-pace workshop where I teach you what you need to know. 20% off in September. Check out a free preview and enroll. organizedafterlife.com/estate-planning-workshop/

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