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In this episode of The Cashflow Chronicles, I sit down with Will Worsham — attorney, educator, and the “High-Tech Hillbilly Lawyer” — to unpack why most estate plans don’t actually work when families need them most… and what you can do to make sure yours does.

Will has spent years helping regular families cut through the legal noise and build simple, effective, and affordable will and trust-based plans that actually protect the people they love. If you’ve been putting off your estate planning because it feels confusing, expensive, or “only for the ultra-wealthy,” this conversation is for you.

We get into:

• 🧩 Why most estate plans fail in real life — and what “failure” actually looks like for a surviving spouse or kids

• 👶 Minor children & the foster care nightmare — what legally happens if parents pass without the right documents, and how proper planning keeps your kids out of the system

• 📜 Will vs. Trust — why having “a will” doesn’t avoid probate, and what a solid trust-based plan can do that a simple will never will

• 💰 Trusts for regular families — why they’re not just for the ultra-wealthy and what a realistic, well-crafted plan actually looks like for an average household

• ⚠️ Planning for the unexpected — incapacity, disability, long-term care, and the key documents and strategies people overlook that can wreck a family’s finances

• 💻 “High-Tech Hillbilly Lawyer” in action — how Will uses tech to make estate planning more approachable, affordable, and less intimidating

• 📖 Real stories from the trenches — one example where good planning saved a family, and one where lack of planning created chaos

• ✅ What to do in the next 30 days — concrete steps to finally get your estate plan done, plus the biggest mistakes to avoid when choosing an attorney or trying to DIY

If you’ve ever thought, “We really need to get our will and trust done… someday,” this episode is your push to get it handled the right way.

Connect with Will:

Email - [email protected]

Phone- 414-343-3996

Website

Buy Will's Book

📌 Want to Learn More?

If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!

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