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Estate Planning Essentials
Overview
Start your estate planning journey by understanding the key documents you need to have in place to protect your assets and ensure your wishes are fulfilled. As one member shared, “The more prepared I am, the more peace I feel about the future.”
1 year 1 month
Expert
Hively
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Steps
1
Gather Essential Documents
Collect necessary documents such as wills, trusts, powers of attorney, and healthcare proxies. Ensure you have copies of any relevant financial documents as well.
Having these documents ready is crucial for effective estate planning and can simplify the process for your loved ones.
1 day
1 hour 48 min
2
Consult with an Elder Law Attorney
Schedule a consultation with an elder law attorney to discuss your estate planning needs and get tailored advice.
An elder law attorney can guide you through the complexities of estate planning and ensure your documents align with your wishes.
2 days
54 min
3
Review and Update Your Plans Regularly
Set a reminder to review your estate planning documents annually or after significant life events (e.g., marriage, divorce, birth of a child).
Regular reviews ensure that your plans remain aligned with your current situation and wishes.
1 year
54 min
annual
4
Educate Yourself on Estate Planning
Explore articles and resources on estate planning to gain a deeper understanding of the process and its importance.
Knowledge is power, and understanding estate planning can help you make informed decisions.
3 days
1 hour 48 min
5
Join an Estate Planning Hive
Participate in a Hive meeting focused on estate planning discussions, sharing experiences, and learning from others.
Connecting with others facing similar challenges can provide support and insights into the estate planning process.
4 weeks
1 hour 21 min
monthly
Duration
Dates
1 year 1 month