004 “But Where’s the Safe Deposit Key?”

Organization is Part of Estate Planning: Your Family Doesn't Deserve a Scavenger Hunt Download Your Free Organizer: https://tinyurl.com/monahan-organizer 🎧 Listen on Apple Podcasts | Spotify In this episode of Estate Planning Confidence, we explore a powerful but often overlooked benefit of estate planning: getting organized. Attorney Robert Monahan and host Jessica discuss how the estate planning process isn’t just about legal documents—it’s about making sure your loved ones can find what they need when it matters most. Through the personal story of Bob’s father-in-law, who left behind a will; but left his family searching for everything else, reveals the chaos that can follow even a “simple” estate if vital information is missing. From unknown life insurance policies to mysterious safe deposit box keys, the lack of organization can leave grieving families overwhelmed and unsure. Learn how a good estate planning attorney can help you not only create a plan—but create clarity. Discover the role of beneficiary designations, asset titling, and the importance of having a central place for key information. And find out how Bob’s Estate Planning Confidence Organizer can help you take the next step. If you’ve ever asked yourself, Would my family know what to do if something happened to me?—this episode is for you. An estate plan only works if your family can find it. About Robert MonahanRobert Monahan is an estate planning attorney licensed in Illinois and New York. He is a graduate of the University of Chicago and the University of Virginia School of Law. Robert helps families plan with clarity and confidence from his office in Gurnee, Illinois. 📍 Office: 4229 Grove Ave, Gurnee, IL📞 Phone: [phone]📧 Email: [e-mail] 🎧 Listen on Apple Podcasts | Spotify