New Year Resolution: Create an Estate Plan in 4 Simple Steps
It gives me immense pleasure to say this… 2020 is almost over! Bring on a new year, a fresh start, and a less stressful period. As a tradition, many people create new years resolutions. The problem with this is it seems like a great idea for about a week, and then is sounds like an old idea. January is a difficult month to start too many new ventures. After the hustle and bustle of the end of the year and holidays, we really want to refresh and recharge our batteries so to speak.
Instead of resolutions, I suggest creating a monthly goal. That’s 12 goals, and you only have to think about one at a time for a limited time. You can choose to start a new habit and continue it on, or simply focus on 12 individual things and when the month ends, you can choose to stop. Guilt free!
If any of your prior goals sound like these, then maybe an estate plan should be something you tackle this year: Get paperwork organized; Start “adulting”; Organize files and make a book of “you”; Save for retirement/college for children/etc.; Get life in order.
Here is a 4 month plan to get your estate plan in order, leaving you with only 8 goals to come up with for the rest of the year!!
Contact me to have a short discussion about the kind of plan that is proper for you. Once that is done, I will send you an email and a letter. Your goal for the month is to contact and contract with me!
Month 2 is all about getting your documents filled out. I will send you a packet to fill out and along with that, you will need to possibly attach a document or two when you send it back.
Month 3 is for tying up the loose ends and having a phone call. I will complete your estate plan and we will finalize details.
The last step is to review your final plan and have a signing ceremony! Ta-da…your estate plan is done for the year.
Keep in mind that this can all happen faster than 4 months, but if you like to take it slowly, this will work for me as well. Setting a time goal, but also an end date, will give you the time to focus on life as it comes and not to worry about getting your estate plan done in a whirlwind.
After that, you will only need to update it as life changes and to really look at it once a year for a review.
If you would like to jump start your 2021, contact me today!
