Dear Reader,
If you’re here, you’re digging into a tough subject for many of us. We want to applaud you. Our goal is to provide resources, tools, and advice on any subject you could need.
The link below brings you to our downloadable checklist of 68 areas to cover. It’s intended to be a helpful starting point.
If you can’t find the support or answers you need, please contact us.
Take it slow.
Warmly,
The Restfully Team
If you or someone you love is not sure how to handle this process, we encourage you to explore our legacy organizer.
This simple tool walks you through everything you could need to cover to ensure your preferences and plans are clear, organized, and legally documented.
Legacy Organizer
Options for getting a will, etc.
How to think about eldercare
Documenting pet care plans
Inventory cherished belongings
Covering Topics Including:
Documenting memories
Considerations for your body
How to pick an executor
Document medical preferences
An easy-to-follow workbook that walks you through, step-by-step, the necessary things to consider and document to ensure you leave a legacy of love.
The perfect starting point when organizing a legacy.
Documenting your preferences and plans is one of the kindest things you can do for your loved one.
The first decision you need to make is whether you are going to handle this digitally or in-person.
Digital options are fantastic for simpler estates. What you make up in speed and pricing, you lose in customization and getting specific advice from a legal professional.
Estate attorneys are fantastic resources for complex situations and business owners. The downside is the cost, often starting around $3,000 per family, and often requires additional costs to update.
If you’re considering an Estate Attorney, this article walks you through what to consider, what to ask, and what to look out for.
If you are looking for digital options, these are two that we have used.
Legal Documentation
FreeWill.com is completely free (no credit card needed). It helps individuals include charitable gifts in their wills.
The tool is simple and works well for straightforward situations. They have helped make millions of wills and have fantastic customer feedback scores.
Through TrustandWill.com, users can create a trust and will for approximately $400.
The guided process is thorough, and the documents it produces reflect the detail. Depending on your personal situation, a trust may be an important part of your estate.
This is not legal advice. Financial situations and legal needs vary. Please review our Terms of Service. The Trust&Will link is an affiliate link.
Key Logistics to Consider
There are a lot of logistics to consider and it’s common to get overwhelmed and deprioritize this.
We recommend the Legacy Organizer as a simple starting point.