What good is an estate plan if it doesn’t actually work when it’s needed?
Many people assume their estate planning is “done” once documents are signed, but that’s where the real work begins. In this episode, attorney Jen Gumbel breaks down why education is the missing link in most estate plans and how understanding your own documents can be the difference between a smooth transition and a costly probate mess.
In this episode, you will:
- Learn the most common estate planning mistakes and how to fix them before it’s too late
- Understand what your documents actually do and how to align them with your financial strategy
- Discover how proper trust funding and asset alignment can prevent unnecessary probate and confusion
Press play to take control of your estate plan and make sure it works exactly the way you intend.
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
Referenced in this Episode:
Legacy of Love Episode 10: Transforming End of Life Care: Compassionate Guidance for Life's Final Transition with Barbara Karnes
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.
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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.
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