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July 16, 2025 8 mins

#398 | Do This Before, During & After You Plan!    

##You did the hard part—you made a plan.

But here’s the question no one wants to answer: If something happened tonight, 𝘄𝗼𝘂𝗹𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗸𝗻𝗼𝘄 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴?

Wills, trusts, insurance documents, deeds, business records—if these crucial elements are scattered, unclear, or missing, even the best estate plans can become chaotic.

 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗳𝘁𝗲𝗿 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀𝗻𝘁 𝗮 𝗻𝗶𝗰𝗲-𝘁𝗼-𝗵𝗮𝘃𝗲. 𝗜𝘁𝘀 𝗮 𝗺𝘂𝘀𝘁.

Watch this quick video for a few simple, powerful ways to give your loved ones clarity, not confusion.

Easy tips
Real-world examples
One smart tool to start using today

Listen now—and give your family the peace of mind they deserve.

 𝘗𝘙𝘖 𝘛𝘐𝘗: 𝘖𝘳𝘨𝘢𝘯𝘪𝘻𝘪𝘯𝘨 𝘉𝘌𝘍𝘖𝘙𝘌 𝘺𝘰𝘶 𝘱𝘭𝘢𝘯, 𝘸𝘪𝘭𝘭 𝘮𝘢𝘬𝘦 𝘺𝘰𝘶𝘳 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}

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