Ep #16: Documents You Need For Estate Planning with Lauren Smith

There are a lot of misconceptions about estate planning, so I have Lauren Smith on the show today to clear up some of the confusion. An attorney who specializes in estate planning, probate, and conservatorships, Lauren’s experience and expertise in this area will provide valuable insight on what not to worry about, as well as what items and areas we should be focusing on.

Listen in as Lauren discusses who needs to be estate planning and why it’s important for people who may think they don’t have much of an “estate.” You’ll learn the four basic documents you will need for estate planning, what they are for, and why they will benefit you. We also cover the best practices for how and where to store your documents and why it’s crucial to have a plan in place.

Listen to the Full Episode on Estate Planning Documents:


What You’ll Learn In Today’s Episode on Estate Planning Documents:

  • The main estate planning documents you need.
  • Who should be estate planning and when to start.
  • What the will is for.
  • Where and how to store your paperwork.
  • What the Advanced Care Plan (or living will) is and where you can find it.
  • How often to update your estate plan.

Ideas Worth Sharing:

“If you don’t have a will, the state you’re in has one for you, and it may not say what you want it to.” – Lauren Smith

“Estate planning is important to think about and plan for at any age.” – Lauren Smith

“You’re providing direction to your healthcare provider and your doctor, but most importantly to your family to empower them to make those difficult decisions.” – Lauren Smith

Resources In Today’s Episode:

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