I agree. This is critical, especially if you have kids. I would also add that you should make sure to ask questions and dont hesitate to add special information to your will and/or trust. For instance, we setup who would take care of our kids, but later on added more specific information for how to invest and pay for our kids education and care if something were to happen. In my opinion the more information you provide, the better, and the better you’ll feel too!
I agree. This is critical, especially if you have kids. I would also add that you should make sure to ask questions and dont hesitate to add special information to your will and/or trust. For instance, we setup who would take care of our kids, but later on added more specific information for how to invest and pay for our kids education and care if something were to happen. In my opinion the more information you provide, the better, and the better you’ll feel too!
Great additional points. Some people include a “letter of instruction,” which you can learn more about here: https://soundmindinvesting.com/articles/view/final-instructions