Estate Plan Delivery Meeting: What to Expect When You Sign Your Estate Planning Documents | Repair The Roof Podcast
Update: 2025-08-05
Description
👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/Â
This conversation provides a comprehensive overview of what to expect during an estate planning delivery meeting. Attorney Ted Gudorf explains the importance of this meeting, the steps involved in reviewing and signing legal documents, and the critical process of funding a trust. Listeners will gain confidence in navigating their estate planning journey and understand the significance of each document and step in the process.
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TakeawaysÂ
- Most people feel overwhelmed about estate planning meetings.
- The delivery meeting is crucial for implementing your estate plan.
- Showing up on time for the delivery meeting is essential.
- A diagram outlines the structure of your estate plan.
- Legal documents are organized for clarity and understanding.
- Trust documents are the most important pieces of your plan.
- A pour-over will serves as a backup document.
- The funding process begins on the day you sign your trust.
- Regular contact with the office is part of the Legacy Club membership.
- Proper funding of your trust is key to an effective estate plan.
 Resources:
- Gudorf Law Group
- The Ohio Estate Planning Guide - Free Book
- Gudorf Law: What We Do and How We Help Webinar
- Don't Go Broke in Nursing Home Workshop
- When a Loved One Dies: A Legal Guide - Free Book
- Subscribe on YouTube
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