You Have a Will… Right?

Quick question. You Have a Will… Right?

If something happened to you today, who gets your stuff?

Your house?

Your car?

Your savings?

Your favorite jewelry?

The things you’ve spent years building?

If your answer is:

“Well, my family knows what I want…”

👀 Okay. But is it written down legally?

Let's talk Legacy for a minute...

What Does a Will Actually Do?

A will is a legal document that allows you to give instructions about what should happen to all YOUR stuff upon you transferring your belongings to your family ... (Going up a yandere )

Depending on your situation, it can also address important decisions involving minor children and who you would want to handle your estate.

Here’s where it gets interesting:

What happens if you DON’T have one?

Your family doesn’t automatically get to divide everything according to what they remember you saying.

When someone dies without a valid will, the state generally determines who inherits property that passes through the estate.

So, let’s play a quick game.

Would Your Family Know?

Who gets your house?

○ Yes

○ No

○ We haven’t talked about it.

Who should receive your personal belongings?

○ Yes

○ No

○ We’re probably going to argue about that one. 😬

If you have minor children, have you documented who you would want to care for them?

○ Yes

○ No

○ I really need to handle that.

Has your will been updated since your last major life change?

○ Yes

○ No

○ Wait…I’m supposed to update it?

If you answered NO or NOT SURE, you’ve just identified something worth looking into.

One More Question

You’ve worked hard to build what you have.

Do you want to decide what happens to it or leave those decisions to the default rules that apply when there isn’t a plan?

Legacy isn’t only about accumulating things.

It’s also about leaving clear instructions for the things you’ve built.

Ready to Start the Conversation?

You don’t have to figure everything out before asking questions.

Legacy Alliance Solutions wants to help you understand your options and identify the next steps for building your legacy plan.

Start with a free conversation.

Focused on today. Building tomorrow.