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

Is the person you were ten years ago making decisions for your family’s future today?

Too many approach estate planning as a one-and-done task, missing a crucial truth: your identity and life evolves. And when your plan stays stuck in the past, it can't reflect who you’ve become, or the legacy you truly want to leave. If you're juggling caregiving, motherhood, and building a life aligned with your values, this episode will help you see estate planning through a new lens.

In this episode, you will:

• Discover why updating your estate plan to reflect your evolution is key to building a legacy that truly reflects YOU
• Hear a powerful story about what happens when you cling too tightly to control and the ripple effects it can have on others
• Learn how to embrace vulnerability and personal growth as strengths in both motherhood and your estate planning
  
  

Press play now to discover how honoring your evolution can transform the legacy you live and leave. 

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.