Why a Will Isn't Enough: How to Keep Your Family Out of Probate
United Retirement Services
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Why a Will Isn't Enough: How to Keep Your Family Out of Probate
415 просмотров · 8 дн. назад
United Retirement Services
37 подписчиков
415 просмотров · 8 дн. назад
Do you actually know what happens to everything you've built if something happens to you? Estate planning can be simple! https://unitedretirement.us/estate-pl...
More than half of American adults have no estate plan at all: no will, no trust, no powers of attorney. And having just a will still doesn't keep your family out of probate court.
In this video, I walk you through what really happens to your family without a plan, the two things a real estate plan does for you, and what's inside a full trust package in plain English: a revocable living trust, a pour-over will, and financial and healthcare powers of attorney. I'll also show you how the process works start to finish (about an hour of your time), what it costs, and why this isn't just for retirees. If anyone counts on you, this is for you.
📅 Want to find out if a trust makes sense for you? Book a free call: https://unitedretirement.us/estate-pl...
SOURCES
Trust & Will, 2026 Estate Planning Report (56% of U.S. adults have no estate planning documents)
Trust & Will State of Probate Study; American Bar Association; SmartAsset (probate timelines and costs)
ABOUT ME
I'm Jim, founder of United Retirement Services. I've worked with retirement, insurance, and benefits since 2007, helping families close the gaps in their plans.
DISCLAIMER
This video is for educational purposes only and is not legal, tax, or financial advice. I am not an attorney. Estate planning documents are prepared through an online platform and reviewed by a licensed attorney in your state. Probate timelines and costs vary by state and by estate. Please consult an attorney about your specific situation.
#EstatePlanning #LivingTrust #Probate #WillsAndTrusts #PowerOfAttorney #RetirementPlanning