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 information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, parents, homeowners, business owners, and anyone thinking about their future. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.