👉Get started on your estate plan—watch our, on-demand workshop:  https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ 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. ======================= Takeaways 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 GroupThe Ohio Estate Planning Guide - Free BookGudorf Law: What We Do and How We Help WebinarDon't Go Broke in Nursing Home WorkshopWhen a Loved One Dies: A Legal Guide - Free BookSubscribe on YouTube  

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