If something happened to you tomorrow, would your successor trustee know exactly what to do, or would they be left overwhelmed and unprepared?

Estate planning isn't just about signing documents, it's about setting your loved ones up for clarity and peace during some of life’s hardest moments. This episode speaks directly to women balancing family and caregiving, offering practical steps to ensure your successor trustee isn’t lost in a maze when the time comes.

In this episode, you will:

Discover what actually happens when a successor trustee becomes activated
Learn the key details your trustee needs beyond your estate planning documents
Walk away with a step-by-step action plan to organize and communicate critical information now, not later

Press play to learn how to create a clear roadmap that empowers your loved ones to honor your wishes with confidence and ease.

Referenced in this episode:

Episode with Adam Zuckerman: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to Navigate

DM Sara on LinkedIN for the LEGACY Framework Download

Episodes air weekly on Mondays and Wednesdays.

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A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

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Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

Did You Complete Your Estate Plan? Mom’s, Here’s How to Prepare Your Successor Trustee for the Job

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