Estate Planning Checklist
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Prepare for the future, Protect your legacy! Securing you legacy, one signature at a time. With notarizing your legal documents makes them binding in court. An extra layer of security. You work hard for yourself and your loved ones to be prepared in case of what lies ahead, be it Incapacitated or death. While it may not be a comfortable discussion, it is necessary to be prepared just in case. To have a checklist, and follow the list will ensure that you are preprepared for your loved ones.
While you are young and think that your future is a long time in front of you, it takes only one accident or experience to hurt you financially, mentally and physically. More than half of American adults (56%) have absolutely no estate planning documents—such as a will, trust, or power of attorney. A staggering 67% pass away without a valid will, leaving their loved ones in legal limbo and subject to default state intestacy law.
Estate Planning & Wills
Widespread Inaction: Only 24% to 26% of U.S. adults currently have a valid will.
The "Sandwich Gap": More than 58% of Millennials and 62% of Generation X lack any estate plan, flying without a safety net for their children or assets.
The Top Barriers: Americans cite procrastination (32%), not knowing where to start (25%), and believing they don't have enough assets to justify a will (27% to 40%) as their primary reasons for not preparing.
🚨 Emergency Preparedness
Everyday Savings: Approximately 22% of Americans have zero emergency savings, and nearly half wouldn't be able to cover a month of expenses if their income stopped.
Natural Disasters: Despite 90% of Americans valuing disaster preparedness, a third of Americans (32%) have made zero financial or emergency preparations for natural disasters.
Even though roughly 73% of Americans admit that having an estate plan is personally important, the gap between thinking about it and actually signing the documents remains a massive issue.
Would you like to know more about:
How to get a will?
What happens to your assets in your home state of Mississippi without a will?
Emergency savings benchmarks you should hit?
Having a notary to notarize your estate planning documents will provide an extra layer of security and ensure that you are prepared for the future!
Below is a FREE Estate Planning list to download and start preparing your estate planning binder with your legal documents. Keep them organized and together for easy access.
To book an appointment: call or text (662)205-5337
Get your FREE Estate Planning Checklist!
Estate Planning for your future!
