It’s Time to Get Your Life Affairs in Order!

As the year winds down, it’s the perfect time to reflect and ensure your life affairs are in order. For many, this means more than setting New Year’s goals—it’s about securing peace of mind for the future. Will And A Way helps you take control of your personal and family planning so you can start 2025 feeling organized and secure.

Here are a few ways to get your affairs in order before the end of the year:

• Update or create a will: Ensure your assets are distributed according to your wishes and designate guardians for minors.
• Review financial accounts and beneficiaries: Check your bank accounts, insurance policies, and retirement funds to make sure the right beneficiaries are listed.
• Organize important documents: Collect birth certificates, deeds, insurance policies, and financial records.
• Establish or update your healthcare proxy: Designate someone you trust to make medical decisions if you’re unable to.
• Review power of attorney arrangements: Ensure someone is authorized to manage your finances in case of an emergency.
• Update Will And A Way: Review your dashboard to make sure all your life information is current. Ensure your loved ones have easy, stress-free access to everything they might need in case of a natural disaster, emergency, or your passing.

By tackling these tasks now, you’ll set yourself up for a more secure and stress-free 2025!