Share Your Plans
One of the most powerful steps you can take is sharing the details of your estate plan with the right people. Open communication not only prevents confusion but also brings peace of mind.
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One of the most powerful steps you can take is sharing the details of your estate plan with the right people. Open communication not only prevents confusion but also brings peace of mind.
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Your estate plan works best when it’s coordinated with your finances. Sharing your plans with your financial advisor or your accountant allows them to align strategies, ensuring your investment, tax and insurance plans all support your estate goals. Advisors also can identify missing beneficiary designations or conflicting instructions. Additionally, a well-informed team makes administration seamless when the time comes.
Sharing doesn’t mean handing over every detail to everyone. With Herbie, you can share full documents with your future executor or trustee or an attorney. You can also use secure digital storage to give access only to those who need it, and update your trusted individuals whenever your plans change.
"Herbie provides a great product, excellent legal documents without a super-involved process with an attorney that costs thousands of dollars. The 'it’s too complicated' and 'too expensive' excuses are no good anymore."
