Estate Planning Room

The final room in Your Financial House is where you’ll make sure that everything is properly accounted for and arranged so you can pass on your wealth, in conjunction with your legacy, to those you decide should have it.

It’s where you’ll focus on relationships with family members, organizations, or other entities whom you want to receive a portion of your wealth after you’re gone.

As you talk with your builder about this room, you’ll explore such subjects as durable power of attorney, titling of property, and trusts—all of which are also part of the Wealth Room—as well as many of the things that are also related to the Children/Heir’s Room, such as executors, custodians, and trustees.

The Estate Planning Room ensures that Your Financial House is still standing and that the promise of the Legacy Room gets fulfilled.