Beyond the Will: Keeping It Real About Your Legacy

Because planning for tomorrow should feel as good as living today.

Let’s be honest, when you hear the words “estate planning,” what comes to mind? 

  • Old people with mansions? 

  • Millionaires in suits signing secret documents? 

  • A dramatic reading of your will like in the movies? 

Yeah… we blame TV too.  

But here’s the truth: estate planning is less “cloaks and coffins” and more “peace of mind and practicality.” It’s for real people, people with kids, pets, bank accounts, group chats, playlists, and yes… even that shoebox full of cash under the bed. 

You Already Have an Estate (Surprise!) 

If you’ve got stuff , you’ve got an estate. 
Your apartment? Your crypto wallet? Mama’s vintage blender? It all counts. 
And estate planning just helps decide what happens to it all if you’re not around to say so

It’s not about being rich, it’s about being ready

 It’s a Love Letter in Disguise 

Estate planning is honestly one of the most loving things you can do. 
Instead of guessing, fighting, or paying a ton in legal fees, your loved ones get: 

- Clear directions 
-Less stress 
-More time to grieve and heal (instead of search and stress) 

It’s kind of like leaving your family a “break in case of emergency” manual — and who doesn’t love being that organized? 

 And Yes, You Can Include the Dog!

Don’t worry , your fur baby won’t be forgotten. 
With the right plan, you can name a pet guardian, set aside funds for vet visits, and make sure Mr. Whiskers doesn’t end up couch-surfing. 

 What Estate Planning Actually Includes: 

  • A will (who gets what, and who’s in charge) 

  • Guardianship designations (for kids and pets) 

  • Healthcare directives (so your voice is heard) 

  • Power of attorney (so someone can handle things if you can’t) 

  • A trust (if you’re feeling fancy or have a more complex situation) 

You don’t need it all, but you do need a starting point. 

Bottom Line: Planning Isn’t Grim, It’s Grown-Up 

Making an estate plan doesn’t mean you’re giving up or getting old. 
It just means you’re smart enough to handle life like the boss you are. 

So grab an iced coffee (or a margarita, we don’t judge!), schedule your Peace of Mind Session, and finally cross this one off your adulting checklist.  

Ready to get started? 
We make estate planning simple, secure, and even kind of satisfying. 
Book your free Peace of Mind Session today, because you deserve to plan without panic. 

Book here 

Previous
Previous

Who’s Your Daddy? Let’s Talk About Inheritance! 

Next
Next

‘Someday’ Is Not a Plan, It’s a Risk!