Let’s be honest: the idea of estate planning can feel like an enormous task. Where do you even begin? What if you forget something important? You’re not alone—so many people feel overwhelmed at the thought of putting their wishes down on paper. But here’s the thing: estate planning is not about complexity; it’s about protecting what matters most to you. And with the right steps (and a little guidance), you can tackle this with confidence and ease.

As someone who’s helped countless individuals and families create meaningful estate plans, I can promise you—you’ve got this. Let me walk you through the process step by step, so you can move forward without stress and with the peace of mind you deserve.

When most people think about estate planning, they think about writing a will. It’s the tool we’ve all heard about—the magical document that ensures your family will be taken care of and your wishes will be honored after you’re gone. So, you write a will, sign it, tuck it away, and breathe a sigh of relief.

Unfortunately, that’s where many people stop—and where many problems begin.