Bought Your First Home (Or Upgraded)

Your home isn't just where you live - it's your family's biggest financial asset. Make sure it’s protected.

Quick Tips

  • Smart families protect their investments, and your home is your biggest one 
  • Your mortgage protects the bank's interest - estate planning protects your family's 
  • You already made the smart move buying - now make the smart move protecting it

Probate can freeze your home for 6-18 months, meaning your family can't sell it, refinance it, or even make major repairs while they're grieving and possibly struggling financially. 

Now is a good time to create or update legal documents like estate plans, wills, power of attorney, and organize your documents into one place. 

Written by our partner Good Trust