Feeling Overwhelmed by Estate Planning? This 6-Step Framework Will Help You Start Today & Plan with Confidence

Feeling overwhelmed by estate planning and unsure where to begin, especially while juggling kids and caring for aging parents?

You’re not alone. Many delay planning because it feels too complicated, emotional, or just plain scary. But what if there was a clear, empowering path that helped you move from intention to action without the confusion?

In this episode, you will: 

• Discover the 6 simple steps of the LEGACY Framework to guide your estate planning journey
• Learn from real-life stories what not to skip and why
• Identify the next small (but powerful) action you can take today to begin your plan
   

Press play to finally understand what estate planning looks like when it’s rooted in love, clarity, and confidence, no legal jargon required.

👉 DM Sara on LinkedIn for your free LEGACY Framework download

Referenced in this episode:

Episode 2: Estate Planning With Heart: Create an Estate Plan for Your Life, Legacy, and Peace of Mind

Episode 4: Planning for Peace: Estate Planning Essentials (Living Trusts, Wills, Powers of Attorney, and Securing Your Legacy)

Episode 15: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to Navigate

Episode 17: How One Conversation Transformed a Father-Daughter Relationship And What It Teaches Us About Legacy

Episode 28: What Most People Get Wrong About Estate Planning—and How Education Can Protect Your Legacy

Episode 46: The Power of Intention: How Moms Can Shape a Legacy That Lasts Beyond a Lifetime

Episode 47: Why “Set It and Forget It” Estate Planning Is Failing Women

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
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.

Connect with Sara on LinkedIn

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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.