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What is a Legacy Contact and How do I Add One?
What is a Legacy Contact and How do I Add One? Your Legacy Contact is the person who has access to your entire GoodTrust account after you pass away. Typically, this is a close family member, spouse, or legal representative—someone you trust with everything.
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Trusted Contacts with GoodTrust: What It Means and How to Add Them
Trusted Contacts with GoodTrust: What It Means and How to Add ThemWhen it comes to protecting your assets and legacy, having the right people in your corner makes all the difference. That’s why GoodTrust makes it simple to designate your Trusted Contact and Legacy Contact—your personal Dream Team to ensure everything is handled exactly how you want.
Estate Planning: As Simple as Leaving Instructions for a Babysitter
Estate Planning: As Simple as Leaving Instructions for a BabysitterRemember the last time you left detailed notes for your babysitter? "Pizza money's on the counter, bedtime is 8:30, and please don't let them convince you they're allowed unlimited ice cream." That's estate planning in its purest form – simply leaving clear instructions for those who'll need them.
What’s the Cost of Not Having a Plan?
What’s the Cost of Not Having a Plan?When it comes to estate planning, one of the biggest misconceptions is that it’s something you can put off. However, not having a plan doesn’t just cost you peace of mind—it can have real financial, emotional, and time-consuming consequences for your loved ones. Let’s break down the true cost of not having a plan and why taking action now is easier than ever with digital estate planning.
 Team Up with Your Siblings to Discuss Your Parents' Estate Plan
Team Up with Your Siblings to Discuss Your Parents' Estate PlanI know, working with siblings isn’t always smooth sailing. Remember that time you had to clean out the garage together, and everyone had their own “system” (or lack thereof)? Well, planning for the future with your siblings can sometimes feel the same way, but here’s the good news: teaming up with them to discuss your parents' estate plan can actually make things easier for everyone.
21 Ways to Have the Estate Planning Conversation
21 Ways to Have the Estate Planning ConversationThere's a reason that Google Maps and Waze have become so popular - we all like to have the security of a map telling us exactly where to go and how to handle any changes in the route ahead.
Estate Planning and Life’s Important Moments: Why Timing Matters
Estate Planning and Life’s Important Moments: Why Timing MattersWhen you think about estate planning, you probably picture it as something you tackle in the distant future. But in reality, estate planning often lines up perfectly with some of life’s most meaningful (and sometimes challenging) moments. In a recent survey by GoodTrust, we found that certain milestones prompt people to think seriously about their estate plan. These moments act as reminders that while we can’t predict the future, we can take steps to secure it.
Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and Sales
Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and SalesEmbedding estate planning into life insurance is a game-changer, strengthening client relationships and setting brands apart in a crowded market. Here’s why it matters:
Estate Planning: A High-Impact Benefit that Drives Employee Satisfaction and Company Success
Estate Planning: A High-Impact Benefit that Drives Employee Satisfaction and Company SuccessOffering estate planning as part of an employee benefits package provides a powerful edge in today’s competitive landscape. Here’s why it matters:
You Own More Than You Think - Estate Planning for Non-Millionaires
You Own More Than You Think - Estate Planning for Non-MillionairesGoodTrust highlights the importance of estate planning for everyone—not just the wealthy.
Employee Benefit Systems (EBS) Partners with GoodTrust to Offer Smart Estate Planning Solution to Union Members
Employee Benefit Systems (EBS) Partners with GoodTrust to Offer Smart Estate Planning Solution to Union MembersGoodTrust just announced its partnership with Employee Benefit Systems (EBS) to bring comprehensive estate planning solutions to union members across the country. This innovative new voluntary benefit addresses a critical yet often overlooked need, empowering working families to secure their legacies with ease and confidence.
The 5 Most Overlooked Items in Estate Planning: Are You Missing These Crucial Steps?
The 5 Most Overlooked Items in Estate Planning: Are You Missing These Crucial Steps?Estate planning may not be the most exciting topic, but it’s one of the most important steps you can take to secure your future—and your loved ones'. Most people think of estate planning as simply writing a will, but there are several essential pieces that often get overlooked. Missing these steps can lead to complications, unnecessary costs, and even family disputes down the road. Let’s break down the five most overlooked items in estate planning and why you should address them today.