What’s Next After Setting Up the Binder
The Legal Podcast Network

What’s Next After Setting Up the Binder

2025-06-04
Episode Summary: In this episode, host Sophia Morales and estate planning expert Brian Chew discuss the crucial steps that follow after receiving your estate planning binder. Brian emphasizes that estate planning is a process, not just a product, and outlines key actions needed to ensure your plan remains effective, including trust funding and maintaining proper documentation.   Key Timestamps: 00:01 - Show Introduction 00:59 - Understanding the estate planning binder 01:34 - Trust ...
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