Annual Check-In: Keeping Your End-of-Life Plans Up-to-Date | Episode 17

When was the last time you reviewed your will, trust, or advance healthcare directives? Life changes quickly (new homes, new states, growing families, evolving businesses) and your legal documents need to keep pace. In this episode, we share our own wake-up call about outdated documents before an international trip and walk you through a practical annual review process for your foundational planning documents. What You'll Learn: ✅ Why regular reviews of wills, trusts, advance directives, and powers of attorney are essential ✅ Life events that should trigger an immediate document review ✅ How to verify your beneficiaries, executors, and healthcare agents are still appropriate ✅ Where to keep your advance healthcare directives so they're actually accessible ✅ Why everyone 18+ needs these documents, regardless of assets ✅ Specific action steps for finding, reviewing, and updating your documents ✅ How to communicate your wishes effectively to loved ones 📚 Resources Mentioned: Episode 6 (Why a Will is Necessary): https://youtu.be/nej2TrO_uwQ?si=ZNZwAjF-tV6uEkif Episode 7 (Benefits of a Trust): https://youtu.be/YpyAGj1cDvc?si=neImBpsPpIXhMEk2 Episode 8 (POAs and Medical Directives): https://youtu.be/exZ0HhKh1M8?si=x-9fRcmlVpRIwLBN Episode 13 (Planning With Clarity - Elder Law): https://youtu.be/Uo_lEd8qjko?si=tqjGzloauqv3lxXY 🔗 Connect With Us: 🌐 Website: https://www.legacytoolkit.com/podcast 📘 Facebook: https://www.facebook.com/legacytoolkitwithsantiagoandhoney 💼 LinkedIn: https://www.linkedin.com/company/98831745 Take control now. Make it easier for your family later. 💙 #estateplanning #endoflifeplanning #advancedirectives #powerattorney #legacyplanning #estateplanning101 #willsandtrusts