In this heartfelt and eye-opening episode of Estate Planning Nightmares… and How to Avoid Them, I sit down with Julie Ulrich—founder of Organized Legacy and creator of the WYNKfile™.

Julie shares her unique expertise in helping families prepare for the inevitable—whether through legacy planning, decluttering, or after-loss support. Drawing from over 20 years of experience and the personal loss of her own parents, Julie brings compassion, clarity, and calm to some of life’s most overwhelming transitions.

We discuss:

• Why organizing now is one of the greatest gifts you can give your loved ones

• The emotional side of decluttering (and how to do it with grace)

• What most families forget to plan for—until it’s too late

• Practical tools and checklists to bring peace of mind to the planning process

• The power of after-loss support—and why it matters more than you think

Whether you're a professional in the estate planning space or simply someone who wants to make things easier for your family, this episode is packed with real talk, practical tips, and plenty of “why didn’t I think of that?” moments.

🎧 Tune in, take notes—and start organizing what matters most.

Connect with Julie:

Email:

[email protected]

Website:

https://organizedlegacy.com/home

LinkedIn:

https://www.linkedin.com/in/julie-ulrich/

Facebook:

https://www.facebook.com/organizedlegacy/#

Instagram:

https://www.instagram.com/organizedlegacy