FI School Lesson 15: Estate Planning

FI School Lesson 15

FI School Lesson 15: Estate planning

I saved the hardest for last. Estate planning is something everyone knows they need to do, but nobody wants to do. Estate planning isn’t fun, but it’s an act of love for those you care about. So read and learn, then take action today!

Table of Contents

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🍁 = Canadian content

Blogs

Note: I’d like to add more US-centric estate-planning blog content—if you have reliable resources to share, please let me know! I’ll gladly vet it then share it here.

Estate Law Canada

Lynne Butler has a huge archive of articles covering many topics related to estate law. This is a small selection of articles which I found useful:

Tools

  • Bitwarden: Give loved ones access to your passwords and other secure digital info.
  • Epilogue Wills*: Simple, smart online wills that you can complete from the comfort of home.
  • Family Emergency Binder*: A fillable, printable binder to leave for your loved ones in case of emergency (read my detailed review for more info).
  • Willful*: Online wills made easy (receive 10% off on any Willful plan when using my link).

*If you make a purchase using my affiliate links, I may receive a commission. This is at no extra cost to you and helps to support this blog. Thank you!

Congratulations! You’ve completed FI school—now what? Here’s a list of resources and articles to keep your FI journey going.

Seeking greater happiness, health, and wealth? Continually growing and improving ourselves can lead us to all that we seek and more.

Go back to the FI School homepage to jump to another lesson.

Questions?

Ask away in the comments—I’m happy to help!

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