Legacy Planner
Articles for users of Legacy Planner
16 articles
Do I need life insurance?It is beneficial to have life insurance.
What conversations should I be having with my executor, family, or loved ones before I pass?It's important that you communicate important details early on so they can be taken care of as soon as possible after your passing.
What does it mean to pre-pay, pre-purchase, or pre-fund final expenses?There are many ways that a person can pre-fund final expenses.
How does estate planning help with estate settlement?Estate planning is important because it helps everyone involved in the distribution of your assets after your death.
Appoint a Successor to take over your accountLegacy Planner users can appoint a Successor to take ownership of their planning information in the event of their death.
Why do I need a will?Every adult should have a will, especially if there are assets, property, dependents, or a spouse.
Where should I store my will or other key documents?The will and any relevant documents should be stored in a secure place.
How do I choose an executor?You should choose an executor that is trustworthy...
What does my executor need to know in advance and at the time of my death?Your executor must be well aware of their role and responsibilities in advance of your death.
Why is end of life planning important?Making preparations in case of death can provide peace of mind and ensure that one's wishes are followed after they pass away.
Can I prepare my eulogy or obituary in advance?There are some benefits to preparing an obituary or eulogy in advance of your death.
What documents will I need to have prepared before I die?There are five key documents that you should have prepared in advance of your death.
Can I have multiple beneficiaries?