80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders

from Peeling Back Money and Life · host Casey Redmond and Mike Dunlop

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 planningHow to create and organize a comprehensive Legacy BinderPractical tips for having difficult conversations with family membersesourceshttps://www.amazon.com/Art-Dying-Well-Practical-End/dp/1501135317The Art of Dying Well: A Practical Guide to a Good End of LifeLetter of Last Instruction Template.pdfLetter of Last Instruction Template.docxLegacy Binder Checklist.pdfWrite Your Own Obituary Template.pdfWrite Your Own Obituary Template.docx

Episode metadata supplied by the publisher feed · Published Jul 17, 2025

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80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders

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