Legacy Nesting™️

• appoint temporary emergency guardians for your minor children in the event of an accident or emergency
• appoint permanent guardians to raise your children to adulthood if you can’t
• structure distribution and management of your children’s inheritance
• provide immediate access (almost anywhere in the world) to your children’s emergency guardians & all their contact info. & the relevant legal documents in the event of an accident or emergency
• empower the people you trust to communicate your medical wishes, make choices, manage your care, & advocate for you if you can’t take care of yourself
• authorize access to all your protected medical information & records for context & help with insurance
• clarify your wishes regarding medical interventions and continued life support
• consent to organ donation and specify any restrictions around that
• convey your end of life wishes & preferences regarding cremation or burial & memorial service details so the people you love don’t agonize trying to figure out what you would have wanted or fight amongst themselves about it
• authorize, or deny, access to your online accounts
• make a list of tangible personal property (“stuff” like pieces of jewelry, autographed sports memorabilia, or family heirlooms) you want certain people to receive someday
• authorize access to your bank and other financial accounts to pay your bills and provide for your family if you can’t
• provide power to manage your insurance policies, retirement account & other employee benefits, other legal contracts and ownership interests, & serve as your legal & financial agent for all things you would normally manage yourself if you could
• learn how to use your Asset Inventory and Asset Organizer to start tracking all your assets & laying the groundwork for a lifetime of financial organizational bliss & peace of mind no matter who normally manages all of that
• leave an easy to follow “paper trail” of all your accounts, agreements, and the location of important information (to spare your loved ones the worst of serving as Attorney-in-Fact under a Durable Power of Attorney during your lifetime, only, or as Personal Representative, formerly known as Executor for a man or Executrix super old school for a woman, of your estate after death #askushowweknow)
• follow clear, detailed, instructions and use sample templates to help you make sure your assets line up with your estate plan so it actually works in real life when it has to work well

If you would feel more comfortable with the benefit of more in-depth legal guidance on how to make these difficult decisions together, and specific legal advice regarding the administrative and tax implications of your life insurance and retirement account beneficiary designations, and the pros and cons of transferring title to your real estate based on your unique family and financial circumstances, our comprehensive estate planning process will better suit your needs. With that process, we will engage in discussion to help you thoroughly explore every angle of your financial and legal planning so you can make the most well-informed choices for your family’s future.