Legacy Planner
Articles for users of Legacy Planner
Do I need life insurance?
What conversations should I be having with my executor, family, or loved ones before I pass?
What does it mean to pre-pay, pre-purchase, or pre-fund final expenses?
How does estate planning help with estate settlement?
Appoint a Successor to take over your account
How do I create a will?
Why do I need a will?
Where should I store my will or other key documents?
How do I designate an executor?
How do I choose an executor?
What does my executor need to know in advance and at the time of my death?
Which contacts are the most important to pass on to executors?
What happens with a joint bank account when I die?
What are the Pros and Cons of joint bank accounts?
What is a Successor?
Why is end of life planning important?
Can I prepare my eulogy or obituary in advance?
How do I choose the right people to take care of my kids or pets?
What documents will I need to have prepared before I die?
Can I have multiple beneficiaries?
Why am I seeing so many references to “executors” in the Legacy Planner?
If I’ve already made some pre-arrangements with a funeral home, can I add them here?