Do you have the essential estate planning documents in place? And are they done correctly?

Do you have the right estate documents in place—and are they actually done right? Online legal documents can be risky if not executed correctly.

Do you have the right estate documents in place—and are they actually done right? Online legal documents can be risky if not executed correctly.

In this empowering, workshop-style episode, we’re joined by attorney Kjersti Stroup of Stroup Law to break down the must-have legal docs for anyone adulting in their 40s (and beyond):

• Your Will (vs a Trust)

• A Financial Power of Attorney

• A Healthcare Power of Attorney (plus directives)

We walk through exactly what each one does, why you need it before you think you do, and what can happen if you don’t have them in place. If the words “estate planning” make your brain fog over—this conversation is your no-BS, clear-headed, totally doable roadmap.

Because this isn’t just about protecting assets—it’s about protecting your people and your wishes.

💡 Key Takeaways:

• It’s crucial to have a will and other legal documents in place—no matter your net worth.

• Many people delay estate planning because it feels emotional or overwhelming.

• A living trust can help your family avoid the time-consuming, expensive probate process.

• Choosing guardians for your children is one of the most important (and personal) decisions you’ll ever make.

• A Financial power of attorney grants someone authority to manage finances.

• A Healthcare power of attorney grants someone authority to manage your health (if you can't anymore).

  🎧 Listen now and check this off your adulting to-do list. You’ll thank yourself later