Estate Planning as Spring Cleaning

Estate planning can feel overwhelming, but the concept of spring cleaning offers a practical framework for staying on top of your plan with low pressure and specific, achievable goals. This episode outlines four key tasks for an estate plan review: updating a chart of assets with ownership and beneficiary information, locating and organizing essential documents (wills, trusts, powers of attorney, healthcare directives), confirming that named decision makers still reflect your wishes, and opening communication with family members about legacy topics.