The four crucial estate roles explained

Who will make decisions for you when you can't? For Childfree people, that question has never had a good answer until now.

In this episode, Maddy Roche and Dr. Jay Zigmont, CFP® introduce Childfree Trust®, the first nationwide professional fiduciary solution designed specifically for Childfree individuals. After three and a half years of research and development, Childfree Trust® solves a problem that's plagued the Childfree community: who will act as your medical power of attorney, financial power of attorney, executor, and trustee when you don't have the traditional next of kin most estate planning assumes you have?

Jay and Maddy break down the four crucial estate planning roles every person needs to fill, what really happens if you don't have these documents in place, and why relying solely on friends and family can put everyone in a difficult position. 

Key Takeaways:

• Estate planning is about decisions while you're alive: The four critical roles,  medical power of attorney, financial power of attorney, executor, and trustee, ensure someone can make decisions on your behalf during emergencies, cognitive decline, or after death. 
• Childfree Trust® is the first nationwide professional fiduciary solution: Acting in all 50 states & DC, Childfree Trust® can serve as your medical power of attorney, financial power of attorney, executor, or trustee. 
• Professional fiduciaries protect everyone involved: Even if you have someone willing to serve in estate planning roles, appointing Childfree Trust® as a backup gives your loved ones an out if circumstances become too challenging. 
• Guarantees ensure lifelong protection: If you've been a client for 24 consecutive months and go on Medicaid, Childfree Trust® will continue making decisions on your behalf without billing you. Your decisions are protected even if you run out of assets.

Episode Hosts:

Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.

Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. After spending three and a half years researching estate planning solutions for Childfree people, Jay created Childfree Trust® to solve a problem no one else would address.

About Childfree Insights:

Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.

Connect with Us:

Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.