Estate Planningfamily-related
Probate Planning: What It Is and Why Your Family Will Thank You for Doing It
Team BFProbate Planning: What It Is and Why Your Family Will Thank You for Doing It
The BestFarewell Blog
Deep insights on the families we serve and the services we provide.
Estate Planning Cluster
Consumer planning workflows, fiduciary readiness, and probate preparation guides.
Explore estate planningEmployer Benefit Cluster
Rollout playbooks and benefit communication strategy for HR teams.
View rollout playbookAdvisor Workflow Cluster
Financial advisor and RIA estate-planning workflows with linked implementation paths.
Explore advisor solutionTeam BF
Estate Planningpartnership
BestFarewell Partners with Trust & Will to Help Families Complete Their Estate Plans
Jay, CEO of BestFarewell
BestFarewell Partners with Trust & Will to Help Families Complete Their Estate Plans
family-relatedEstate Planning
The Difference Between a Will, a Trust, and a Living Will: What Every Family Should Know
Team BFEstate planning comes with its own vocabulary, and three terms tend to cause the most confusion: will, trust, and living will. They sound similar, and people often use them interchangeably. But they serve different purposes, and understanding the difference between a will, a trust, and a living will can save your family significant time, money, and stress.
family-relatedEstate Planning
What to Do When Someone Dies: A Step-by-Step Guide for the First 24 Hours
Team BFThe phone rings at 2 a.m. Someone asks what you need. In that hour, many families draw a blank on what comes first. Knowing what to do when someone dies is hard to hold in mind when shock takes over. The grief is real, and the practical steps that cannot wait are real too.
Estate Planningfamily-related
How to Talk to Your Parents About End-of-Life Planning Without It Being Awkward
Team BFHow to Talk to Your Parents About End-of-Life Planning Without It Being Awkward
Estate Planningfamily-related
How to Start the Estate Planning Conversation (and What to Have Ready)
Team BFMost families don't avoid estate planning because they don't care. They avoid it because they don't know where the conversation begins.
memorials
Legacy Obituaries: Preserving Memories Beyond the Newspaper
Team BFThe newspaper clipping yellowed within a year. The edges curled. The ink faded. By the time Jennifer wanted to show her children their great-grandmother's obituary, the text had become difficult to read. The photograph was barely recognizable.
Estate Planning
Final Expense Insurance: What It Covers and Who Needs It
Team BFThe average funeral in the United States costs between $7,000 and $12,000. That number surprises most people. It surprised Ellen when she received the bill after her husband's unexpected death at 62. The life insurance policy covered the mortgage, but funeral costs came from savings she had planned for retirement.
Estate Planningfamily-related
The Estate Planning Guide: Build Your Plan in 30 Minutes
Jay, CEO of BestFarewell
Most people think estate planning is something wealthy families do with a team of lawyers in a conference room. In reality, 69% of Americans have no estate plan at all. Not because they don't care about their families, but because they don't know where to start.