Make-A-Will Month may be about to wrap up, but the lessons from this year’s campaign are worth revisiting. This issue of The Legacy Ledger takes a deeper look at four themes that came up throughout the month, and the practical takeaways behind each one.
What’s Inside This Issue of The Legacy Ledger?
Tamryn’s Takeaway: If Make-A-Will Month Has One Message, It Is This
Tamryn reflects on this year’s daily Make-A-Will Month social media series, explaining why having a plan matters, but having the right plan matters even more. She highlights four key themes from the campaign that are explored further in this issue.
A Will Is Only the Beginning: The Documents That Complete Your Estate Plan
A complete estate plan involves more than just a will; it should also address what happens if you’re alive but unable to make decisions for yourself. This article covers the essential role of a durable power of attorney, an advance healthcare directive, and when a trust may also be appropriate.
Life Changes. Your Estate Plan Should Too.
Marriage, children, a child turning 18, or an unexpected accident can all change what your estate plan needs to accomplish. This article walks through how major life events should prompt a review of your documents, and why an outdated plan may no longer reflect the life you’re actually living.
When a Simple Inheritance Isn’t So Simple
Leaving assets equally to your children sounds straightforward, but an outright inheritance isn’t always the best approach. This article explores why special needs trusts, minor beneficiaries, and even adult children with unique circumstances may call for a more thoughtful distribution structure.
What Happens to Your Digital Life When You Die?
From online banking to social media accounts, our digital lives can be difficult for loved ones to access and manage after we’re gone. This article offers practical steps for inventorying digital assets and ensuring your estate plan accounts for this often-overlooked piece of your legacy.
Read the full August 24, 2026, issue of The Legacy Ledger here.
