I have been a fan girl of Jon Braddock for many years. He is the one who wrote “Click Here When I Die,” a book about solving the problem of having a will, but no documentation to help the Executor.
He created a software solution called “My Life and Wishes.” I give lifetime subscriptions to all of my clients. I believe this is the magic tool to solving the client problem.
He has a podcast where he regularly invites estate planning attorneys to share their nightmares in estate planning. And I recently made my third appearance on his show.
He is such an easy-going, likeable host. He makes teaching this content more engaging and exciting.
But he flattered me beyond belief when he ordered and READ my book!
In this episode we go through many of the illustrations in the book in a useful and fun platform.
I invite you to listen, learn, and laugh with us.
| When things go wrong, this is what matters most! |
| When you go to the beach… You don’t think about the lifeguard. Until something goes wrong. That’s exactly how most estate plans work. In this week’s episode, I sat down with estate planning attorney Heidi Thompson to talk about her new book “Lifeguard Your Legacy” and she shared this powerful idea: Your estate plan should function like a lifeguard. Because when emotions are high, decisions are unclear, and your family is overwhelmed… They won’t rise to the level of your documents. They’ll fall to the level of your preparation. We break down: Why most plans still can fail What families actually struggle with How to create clarity when it matters most If you think having documents means you’re “done”… You need to hear this. Check it out: 👉 YouTube 👉 Spotify 👉 Apple Podcast This isn’t about paperwork. It’s about protecting the people you love. ~Jon Founder:The Legacy Vault by My Life & Wishes™ Author: “Click Here When I Die” Host: Estate Planning Nightmares… and How to Avoid Them! P.S. Get Heidi’s Book Here: https://www.amazon.com/dp/B0GSNFVJ4T |