The Secret to Effective Estate Planning: Education and Strategy with Jen Gumbel

In this episode, Jen Gumbel, creator of Organized (after)Life, joins Sara to demystify the world of estate planning and explain why education is key to creating a truly effective plan. Jen, an experienced estate planning attorney, discusses how many people misunderstand the basics of estate planning, often leaving critical tasks—like trust funding—incomplete. She highlights the importance of understanding what your documents do and the steps needed to make them work properly. Whether you’re just starting to think about your estate plan or looking to improve an existing one, Jen’s approach provides clarity on how to align your assets with your strategy and ensure your wealth is passed on seamlessly. Tune in to hear Sara and Jen explore how the right knowledge and professionals can help you avoid probate and ensure your estate plan works the way you envision.

About Jen:

Jen Gumbel is a probate and estate planning attorney, educator and creator of Organized (after)Life. Jen has spent over a decade teaching her own clients and other attorneys about the legal issues that come up at death. She's an expert that makes this complex topic understandable, approachable, and - importantly - doable.

Connect with Jen:
On Instagram @jengumbel

OrganizedAfterLife.com

Referenced in this Episode:

Legacy of Love Episode 10: Transforming End of Life Care: Compassionate Guidance for Life's Final Transition with Barbara Karnes

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