Chapter 1, Section 1
Worksheet: The Dossier: The Unsung Hero of Estate Planning
Chapter 1, Section 2
Google – Set up your Inactive Account Manager
Facebook – Add, change or remove your Legacy Contact on Facebook
Worksheet: Vitals: The Office Specs on This Model
Chapter 1, Section 3
Worksheet: Hotline: Who to Call Before You Post on Facebook
Chapter 1, Section 4
Worksheet: Healthscape: My Health Story and Who Knows How to Fix Me
Chapter 1, Section 5
Worksheet: Infrastructure: How This House Actually Runs (Without Me)
Chapter 1, Section 6
Worksheet: Financials: Money, Debt, and Everything That’s None of Your Business (Until Now)
Chapter 1, Section 7
Worksheet: Wrangling: Parenting Instructions I’ve Been Improvising for Years
Chapter 1, Section 8
Worksheet: Sidekicks: Because They’re Furry, Irrational, and Not Low-Maintenance
Chapter 1, Section 9
Worksheet: Mental Load: The Invisible Labor I’ve Been Doing Quietly for Years
Chapter 2
Episode 17: How Powers of Attorney Work, When to Use Them, and When It’s Too Late to Get One
Episode 22: What Every Parent Needs to Know When Their Child Turns 18
Episode 23: What Happens When a Pregnant Woman Is Declared Brain Dead?
Access state-specific Healthcare Power of Attorney forms here.
Chapter 3
Worksheet: Decisions Your Will Needs to Cover
Episode 27: What Really Happens with DIY Wills and other Lessons from the Bench
Episode 38: Why You Need (or Don’t Need) a Will
Episode 19: Why You Need (or Don’t Need) a Trust
Episode 37: Why You Don’t Have to Take the Executor Job
Chapter 4, Section 1
Episode 8: A Parents’ Guide to Special Needs Estate Planning
Episode 9: How to Choose the Right Special Needs Estate Planning Team
Worksheet: Caregiver Information Sheet
Episode 7: What it Takes to Raise a Child with Special Needs
Chapter 4, Section 2
Episode 40: Can You Leave Money to Your Dog?
Chapter 4, Section 3
Episode 49: How to Keep Your Ex Out of Your Estate Plan
Chapter 4, Section 4
Episode 35: Why Your Old Will Might Leave Out Your New Baby
Chapter 4, Section 5
Episode 47: How to Stop the Family Camp from Splitting Siblings
Chapter 5
Worksheet: Planning Your Own Funeral
Episode 13: What You Need to Know About Embalming, Cremation, and Eco-Friendly Funerals
Episode 18: What to Do with a Dead Body, Who’s in Charge, and Who Pays
Episode 43: How Hosting This Podcast Taught Me to Face Grief