Even if you aren’t exactly sure what Estate Planning is, you’ve probably heard of a will.

In fact, you’re probably even familiar with the ‘reading of a will’ - where the family is gathered as a lawyer formally reads the will out loud, doling out cash amounts and houses to the surviving family members.

Depending on the movie, this is probably a scene where there’s some shocking revelation or plot twist, right?

Let’s talk about what an estate plan really does and what actually happens after someone passes away.

You have to know Where Y’at to know where you’re going - Hi, I'm Addie Prewitt, an estate planning and tax lawyer. I collaborate with forward thinking clients on ways to preserve their property and to pass on their values and prosperity to the next generation.

I live in New Orleans with my husband and two boys. And today I'm going to be talking about a spreadsheet that I put together. And as you can see, I'm very excited about this spreadsheet, which should tell you that I'm a huge nerd, but also I do think it's helpful.