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Ages 76–90+Stage 11 of 11
Legacy
The Final Transfer
Simplify finances, delegate to fiduciaries, complete estate planning, and ensure a seamless wealth transfer.
Securing Your Legacy
Trust Auditing & Updates
Review your living trust annually. Ensure all real estate, accounts, and business interests are properly titled in the trust's name. Update beneficiaries after any family changes.
Financial Power of Attorney
Designate a trusted person to manage finances if you become incapacitated. File copies with all banks, brokerage firms, and your attorney. Review and update every 3–5 years.
The Family Binder
Compile a master document: all account numbers, passwords, deeds, insurance policies, digital assets, safe deposit box locations, and contact info for advisors. Keep one physical and one secure digital copy.
Pre-Paid Funeral Planning
Document and pre-pay funeral/burial/cremation preferences. This removes financial burden and emotional decision-making from grieving family members. Average costs: $7,000–$15,000.