Estate Planning: Protecting Your Points with Ciara Lister Esq of Legado | Ep 156

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Hey there, points people! Today, I’m talking with Ciara Lister Esq of Legado.

Legado was founded in 2023 by Ciara and Noelle who wanted to make planning for the end easier and less taboo. Ciara is an experienced legal professional in estate planning (having created about 2,000 plans). And Noelle brings experience in tech and marketing.

In this episode, we discuss what happens to your points if you die. We cover general estate planning and the different ways to ensure your assets are distributed according to your wishes after you pass away. Ciara also explains the differences between a will, a trust, and probate court, and the importance of planning ahead to avoid leaving your assets up to the unknown.

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And we have the links to the Capital One Venture Rewards credit card and the free consultation form for you in the show notes as well. And now, on with the show!

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Timestamps:
(00:00) - Introduction
(03:31) - Wills, Trusts, and Probate
(08:49) - Protecting Online Accounts
(11:10) - Safeguarding Points in Trust
(15:38) - Using Points Wisely
(19:19) - Retirement and Estate Planning
(22:20) - Trusts for Asset Protection
(26:31) - Point Redemptions and More
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