Talking with your partner about finances can be scary—but it doesn’t have to be.
5 minute activity
Estate Planning Checklist
Estate planning can sound intimidating, but it's worth taking the time to make a plan. This Coach will create an easy to follow checklist that will help make sure your estate is taken care of after you are gone. To start this Coach session, select “Start Here” and follow the prompts.
Banzai Coach Session • 5 minutes
Estate Planning Checklist
Go over your assets and liabilities—then make a plan for your estate.
Illustrations by: Chelsea Miller
Disclaimer
While we hope you find this content useful, it is only intended to serve as a starting point.
Your next step is to speak with a qualified, licensed professional who can provide advice tailored
to your individual circumstances. Nothing in this article, nor in any associated resources, should be
construed as financial or legal advice. Furthermore, while we have made good faith efforts to ensure
that the information presented was correct as of the date the content was prepared, we are unable to
guarantee that it remains accurate today.
Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.
Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.
Net worth is a subtraction of someone’s liabilities from their assets. And, understanding net worth, makes planning for your future gets a whole lot simpler.
Setting up a trust is a way to ensure that your assets are handled the way you want them to be after you pass away.
