Think You’ve Done Enough? Why Your Estate Plan Might Still Fail the People You Love Most

Is your estate plan truly aligned with your values, or was it just another box to check off the to-do list?

Many people assume they’re “covered” because they have a will or trust in place. But without integrity—the alignment between your documents, decisions, values, and the people involved—your plan could leave behind legal messes and fractured relationships. This final episode of our three-part series on intentional planning uncovers what most families don’t realize until it’s too late: why integrity is the key to a legacy that lasts.

In this episode, you’ll discover:

• How integrity acts as the glue that holds your plan and your legacy together
• Why misalignment between your documents, decisions, team, and values can lead to family heartbreak
• What a real-life, integrity-filled plan looks like and how you can create that same sense of peace and clarity for your family

Listen now to learn how estate planning with integrity creates a legacy defined by clarity and love.

Referenced In this Episode: 

The Way of Integrity by Martha Beck

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.