🏡 Estate Planning Doesn’t Have to Be Scary Today, I worked on my “Things My Family Should Know” page. Nothing complicated. I simply wrote down important accounts, contacts, where documents are located, and a few details my family shouldn’t have to figure out during a difficult time. That’s what I’m learning about estate planning. You don’t have to finish everything in one day. One page. One conversation. One decision at a time. Today’s question: What is ONE thing your family would need to know if they had to step in for you tomorrow? 👇🏽 #BuildingWealthAndLegacyWithAI #EstatePlanning #BuildTheLegacy

✅ Estate Planning Challenge: Annual Review Once a year, review your estate plan to make sure everything is still accurate. Check these 4 areas: 📄 Documents • Will • Trust • Power of attorney • Healthcare documents • Funeral/final wishes 👥 People • Executor • Beneficiaries • Emergency contacts • Healthcare decision-maker • Trusted family members 💰 Accounts • Bank accounts • Retirement accounts • Life insurance • Investment accounts • Business accounts • Beneficiary designations 🏡 Property • Home/deeds • Vehicles • Business ownership • Valuable personal property • Digital assets Life changes. Your estate plan should change with it. 👇🏽 Comment REVIEWED when you complete your annual check.

🎥 Estate Planning Challenge: Record a Legacy Message Today’s task is simple: record a short message for your family. Start with: “This isn’t meant to be sad. I just wanted to leave you a few words from my heart.” Then share 3 things: 1. What I want you to remember 2. What you mean to me 3. What I hope you carry forward 4. Keep it short. Even 2–5 minutes is enough. Your voice, your values, and your love are part of your legacy too. 👇🏽 Comment DONE when you record yours.

🏡 Estate Planning Challenge: Things My Family Should Know Today’s task is about the little things that can make a BIG difference. Create a simple “Things My Family Should Know” page and answer questions like: • What routines or responsibilities do I handle regularly? • What important accounts or bills should someone know about? • Who are the key people my family should contact? • Where are important documents, keys, passwords, or instructions kept? • What small details would make life easier if I couldn’t explain them myself? These are the things we often assume our family already knows. They usually don’t. Your goal: Leave instructions, not confusion. 👇🏽 Comment DONE when you complete your page.

⚖️ Questions to Ask an Estate Attorney When you meet with an estate attorney, ask: • What makes a will valid in my state? • When is probate required? • Are there special county probate rules? • What happens if I die without a will? • Who can serve as executor? • How do Power of Attorney rules work here? • How are homes, vehicles, and businesses transferred after death? • Do beneficiary designations override my will? • Are there estate or inheritance taxes in my state? • What deadlines would my family need to meet? • What documents should my family keep? • What is the biggest mistake families make in this state? 💬 Legacy Question: Do you know which estate rules are specific to your state or county?