What’s Next After Setting Up the Binder

Episode Summary:

In this episode, host Zofia 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 funding explained

02:12 - Handling personal property (cars, jewelry, heirlooms)

03:40 - Financial accounts and trust funding process

04:35 - Common mistakes families make after creating the plan

07:39 - How to approach sensitive planning conversations

10:59 - Ongoing support from estate planning firms

13:49 - Importance of keeping plans updated

15:54 - Episode wrap-up

 

About the Show:

Estate Planning Beyond the Binder breaks down essential estate planning concepts to help protect your loved ones and assets. Hosted by Zofia Morales, the show features expert insights from estate planning professionals, making the planning process simple and accessible for everyone.