Introduction:

Legacy planning, which includes planning for death and mental incapacity, often feels like trying to navigate a complicated maze. You’re surrounded by generic advice, but when it comes to the key details—the ones that truly shape your decisions—advice is hard to find. Where do you begin? What steps should you take? How much will it cost? And perhaps the biggest challenge—how do you make the right choices for your unique situation?

In this webinar, we’ll show you how YEPPA, a legacy and elderhood planning digital concierge, makes the entire process simple, efficient, and effortless. From drafting your Will to getting your Lasting Power of Attorney (LPA) and other legacy and elderhood matters sorted, technology is here to guide you every step of the way.

What will be covered?

• What is legacy planning and why does it matter? What happens when you don’t have a legacy plan in place?

• Key documents covered: Will, Lasting Power of Attorney, Advance Care Plan, Advance Medical Directive, Letter of Wishes, CPF nomination, insurance nomination and more.

• How to get a template to start the process?

• Pros and cons of using tech to get your legacy plan done

• How to efficiently manage, monitor and execute your legacy plan?