Episode Details

A will can feel like something for a future version of you — one with a house, kids, a spouse, and a lot more assets to worry about. But when you start thinking about the bank accounts, belongings, pets, and people already in our lives, it may be time to question that assumption. Chances are, a will is worth having sooner than you think.

The good news? Creating one might not be nearly as scary — or time-consuming — as it sounds. Cassidy recently went through the entire process, and in this episode, she’s walking through exactly what it looked like.

We cover what happens if we don’t have a will, how to choose beneficiaries and the people who will carry out our wishes, and why getting a good-enough plan in place can be better than waiting for the “perfect” one.

✨ Episode Highlights ✨

• [01:00] What a last will and testament is — and what it can actually cover
• [01:30] Why a will can matter even if we’re single, don’t have kids, or don’t own a home
• [03:30] What can happen to our assets, pets, and belongings if we die without a will
• [05:00] Choosing an executor and why it’s important to talk to them ahead of time
• [07:00] The different ways to create a will, including using an online service
• [09:30] A step-by-step look at creating a will, from guardians to beneficiaries
• [14:30] Choosing an executor, power of attorney, and healthcare directive
• [19:00] Handling the emotional overwhelm of deciding who gets what
• [20:30] How long the process actually took — and why breaks helped
• [21:30] Getting documents notarized, storing them safely, and reviewing a will over time

✨ Resources ✨

• Ethos
• LegalZoom
• Trust & Will

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