Hey there Grandma,
You’ve worked hard to build something for your family — but without a clear plan, it could cause more harm than help. In Part 2 of our National Make-A-Will Month series, Namma & Jo walk through the steps that protect peace: a valid will, updated beneficiaries, the right decision-makers, a simple Letter of Instruction, and a loving family conversation.
With love and child-like faith,
Namma & Jo
CONTACT US:
Email - info@wnlowwithNammaNJo.com
Text - 833.965.6900
Quick Checklist (copy/save):
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Will (state-compliant, updated)
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Durable Financial POA
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Healthcare POA & Advance Directive
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Beneficiaries updated (life insurance, 401k/IRA, bank)
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TOD/POD on eligible accounts
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Guardianship wishes (if minors)
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Letter of Instruction (contacts, accounts, passwords location)
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Where originals live (and who knows)
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Sentimental items plan (Bible, rings, quilts)
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Annual review every August
Links & Resources: ▶ Download the Checklist (PDF): https://drive.google.com/file/d/1ro1XorEPF3YIgj8YxrTqk8OhPUpKA2fz/view?usp=sharing ▶ Start here (2-minute quick form): https://forms.gle/qQv6QByKG5uaz3mG7 ▶ Podcast Playlist: https://podcasts.apple.com/us/podcast/wnlow-with-namma-jo-wnlow-christian-grandma-nurturing/id1710795308
Disclaimer: This episode provides general information and is not legal advice. Laws vary by state and situation. Please consult a licensed attorney or qualified estate professional.
Hashtags: #NationalMakeAWillMonth #ChristianGrandma #FaithFamilyLegacy #SpiritualLegacy #KingdomKids #wnlow #WNLOWwithNammaNJo
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