What happens when an estate plan is technically correct—but doesn’t quite work in real life? In this Tuesday Triage episode, Jill shares a moment from a client meeting where one simple, common-sense question changed an entire estate plan. Through a personal story and a real client scenario, she breaks down the differences between trusts and powers of attorney, and explains why questioning the expert can lead to a plan that actually works when it matters most. This episode is about trusting your instincts, understanding your options, and remembering that estate planning is supposed to serve real people, not just legal theory.
What happens when an estate plan is technically correct—but doesn’t quite work in real life?
In this Tuesday Triage episode, Jill shares a moment from a client meeting where one simple, common-sense question changed an entire estate plan. Through a personal story and a real client scenario, she breaks down the differences between trusts and powers of attorney, and explains why questioning the expert can lead to a plan that actually works when it matters most.
This episode is about trusting your instincts, understanding your options, and remembering that estate planning is supposed to serve real people, not just legal theory.
What You’ll Learn in This Episode
Resources & Links
Episode 19:Why You Need (or Don’t Need) a Trust. A deeper dive into when revocable trusts make sense—and when they don’t.
Episode 17:How Powers of Attorney Work, When to Use Them, and When It’s Too Late to Get One. A practical explanation of financial powers of attorney and how they function in real life.
The Death Readiness Playbook A step-by-step system to help you organize information, understand your documents, and identify gaps before a crisis forces decisions.
Learn more at deathreadiness.com/playbook
Connect with Jill:
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