In this Strike a Chord highlight episode, Natalie from Legacy Trust explains how their estate planning guidance works: they review and advise on wills, trusts, and related documents but do not draft legal paperwork. Natalie’s CTFA background helps translate trust law into practical recommendations tailored to each family.

The episode covers when to review documents—every 1–3 years or after major life changes—and the importance of keeping powers of attorney and healthcare surrogates up to date. More in-depth estate planning topics will follow in future episodes.