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© 2026 Plan For This Disclaimer: The content of this podcast and website is provided for informational and educational purposes only and reflects the personal opinions and experiences of the host. It should not be considered legal advice and must not be relied upon as a substitute for consultation with a qualified attorney or other professional advisor. Viewers and listeners are encouraged to seek independent legal counsel before making any decisions regarding their own estate, financial, or personal planning.

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The goal is to encourage everyone to get their estate plan completed. By checking this box, I consent to receive emails and promotional messages from Plan For This, from time to time. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

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Free Toolkit + Community Access

Join the Community.

Get planning resources, book updates, and new episodes delivered to your inbox — plus instant access to the free First Steps Toolkit.

Inside the free toolkit

✓

Attorney interview questions

✓

Document prep checklist

✓

Draft review and update guidance

Name *

Email *

Phone

The goal is to encourage everyone to get their estate plan completed. By checking this box, I consent to receive emails and promotional messages from Plan For This, from time to time. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

We respect your privacy. Your information will never be shared.

You're in!

Your First Steps Toolkit is ready to download. Welcome to the Plan For This community.

Download Your Toolkit