In this episode of the PBML Podcast, Mike and Casey discuss essential estate planning steps and the importance of organizing documents for loved ones. They cover:

• The 5 critical legal documents everyone needs for estate planning
• How to create and organize a comprehensive Legacy Binder
• Practical tips for having difficult conversations with family members

esources

https://www.amazon.com/Art-Dying-Well-Practical-End/dp/1501135317The Art of Dying Well: A Practical Guide to a Good End of Life

Letter of Last Instruction Template.pdf

Letter of Last Instruction Template.docx

Legacy Binder Checklist.pdf

Write Your Own Obituary Template.pdf

Write Your Own Obituary Template.docx