How to love your family well: The importance of a life & legacy binder

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How to love your family well: The importance of a life & legacy binder

Creating a life & legacy binder is an act of love - one your family will appreciate so much now and for generations to come.

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10300 S Redwood Rd 10300 South Redwood Road South Jordan, UT 84095

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About this event

  • 1 hour 30 minutes
  • Mobile eTicket

Looking for the perfect date night?

When you spend your Wednesday night with us there will be dinner & childcare available for only $5.00 per child.

In the last few years we have experienced some things we felt were unexpected. Here in Utah, at the start of the pandemic, we had an earthquake. There was some significant damage in certain areas, but what we learned is we need to be prepared for things to happen at any time. If the pandemic has taught us anything, it’s that life is fragile and the unexpected can and will happen. This is why all of us, even the healthiest of people, should have some form of a life & legacy binder.

How to love your family well: The importance of a life & legacy binder.

Most of us know we should have some kind of legacy binder in place. Sometimes called a legacy drawer or emergency binder, a legacy binder is a set of documents and information that would guide our loved ones in the event that we are unable to handle things ourselves.

But how many of us have actually taken the time to create a legacy binder?

{insert crickets chirping}

Listen, I know it’s not fun to think about this sort of thing. It’s way easier to bury your head in the sand and tell yourself that this stuff will never happen to you.

Do you have a problem with inertia? When you need to get things done, usually you start with the easiest tasks to accomplish. It’s easier to get a small ball rolling than a big boulder. Typically, this binder idea has been a massive, oblong rock that I haven’t wanted to touch. Why not reach for the pebbles and bypass the heavy stones?

Luckily for us (and for you if you haven’t done this), My UT Real Estate Group has taken the big oddly-shaped rock and turned it into something resembling a bowling ball. It’s still a bit heavy, but we can easily pick it up and roll it down the lane.

They have prepared an 8-Class Course spread over 16 weeks, taking place every other Wednesday. The program contains all the information you’ll need to prepare and complete your life & legacy binder with industry leaders who are subject matter experts to take a deep dive into each category to ensure you can get your questions answered as you prepare your life & legacy binder.

Course Schedule

Class 1 February 22: Your Life & Your Legacy: Lock it Up and DON’T Throw Away the Key

- Gathering your Binder materials and documents

- Properly organizing your documents with safety in mind

Class 2 March 8: Legalities in Protecting You and Your Legacy

- Wills, Trusts, POA’s, Health Directives & more

- Ways to avoid probate

Class 3 March 22: Money Matters - Living Well and Finances for the Future

- How money works

- Milestones to financial security and independence

Class 4 April 12: Protecting your Assets: Insurance and Retirement Planning

- Types of insurances and how they can protect your family

- Properly insuring all of your assets

Class 5 April 26: Emergency Planning: Protecting Your Family

- Family emergency preparedness in your home

- Keeping your family safe

Class 6 May 10: How to Utilize Your Assets to Grow Your Wealth

- Ways to hold title to your assets

- Build additional income through your assets

Class 7 May 24: Long-Term Tax Strategies for You and Your Legacy

- Saving money when filing taxes

- How trusts impact taxes

Class 8 June 7 : The Gift of Love - Memorial Planning

- Piece of Mind for a More Secure Tomorrow

If that sounds overwhelming, know that you won’t be entering all the info in your binder at once, but over the 16 weeks. Breaking down each category along the way ensuring you not only complete your binder content but grow your knowledge in each category.

Get registered today.