Estate Planning can be ROMANTIC? Yep!  

EARN brownie points with a spouse or partner by writing a list of things your partner/spouse deserves if you’re gone.  
 
This week, Michelle sprinkles some Valentines Day spirit on the topic of Estate Planning.
What?! How can you possibly romanticize kicking the bucket? Well, you can’t. But what you can do is start a loving conversation with your spouse about what they would need for their own wellbeing to deal with the loss of you.  

 
Michelle and Jeff do a little role play of how this conversation might go. They talk about key topics to discuss with your spouse, refilling your energy tank, and ways to be, well…proactive!   
By taking the time to be a little proactive, you can help the people you love to live the life that they deserve when you’re no longer around.  

We hope that this podcast motivates you to write your own letter to your spouse about the life they deserve. After writing this letter, we hope that you seek out an estate planning attorney to help you create the planning documents that will help your spouse really enjoy the list of things you want them to enjoy if something happens to you.  

Here’s the bottomline. You’re never too old to plan for what happens after you die, but you can be too late. Let’s make a plan (i.e., set aside some money for the things a spouse/partner enjoys as one idea) for what happens when you die so that you can show love to your spouse or partner even after you die – so you can love them longer.  
 
Remember to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at [email protected]. 
 
Want helpful downloadables that are available after every episode? Head on over to  
wilson-legal.com! 

On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn: 

• How much does probate cost? Filing fees and attorney fees 
• What is a replenishing retainer and how it works?  
• More about the probate process – tax IDs, help with beneficiaries, paying debts 
• When an attorney stops working on a probate estate 
• What do executors do? An executor’s job explained 

 
Probate can be a tricky process, and there are plenty of hidden gotchas that can leave you overwhelmed or having to pay fees more than once. This is why Michelle encourages everyone needing to go through probate to seek the help of an Attorney. 
 
For example, did you know that all it takes to object to a Petition to Probate is a No.2 pencil + a piece of paper + $2? That’s all it takes to make trouble.  

Join Michelle and Jeff in Part Two of their discussion on the Probate Process where you will learn things you need to know about the hidden gotchas of probate and how to avoid them.
  

Be sure to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at [email protected]. 

Probate: The Hidden Gotchas and How to Avoid Them – PART ONE. 
 
On this episode, Attorney Michelle Wilson will be sharing her knowledge and experience with the Probate process. In this episode you will learn: 

- Who gets your stuff if you do nothing 
- How long the Probate process takes now – post COVID. 
- Who are heirs and why do they matter? 
- The hearing about only a staple. 
- Does my Probate Judge have a curfew? 
 
Probate can be a tricky process, and there are plenty of hidden gotchas that can leave you overwhelmed or having to pay fees more than once. This is why Michelle encourages everyone needing to go through probate to seek the help of an Attorney. 
 
For example, did you know that all it takes to object to a Petition to Probate is a No.2 pencil + a piece of paper + $2? That’s all it takes to make trouble.  

Join Michelle and Jeff in Part One of their discussion on the Probate Process where you will learn things you need to know about the hidden gotchas of probate and how to avoid them.
Download the Probate Process List that has the details on today’s topic by clicking HERE. 

 
Be sure to Like, Comment, Share, and Subscribe! You can also get in touch with Michelle by calling her office at 770-205-7861 or by popping the Team an email at [email protected]. 

What are the 3 things NOT TO DO and the 3 things TO DO when someone dies?

Tune in to find out. You’ll also hear about what heirs are and how to figure out who your heirs are.

The Proactive Planner Podcast is a podcast for people ready to take action today to live a more worry free life. Packed with practical tips anyone can use, this episode is perfect for those dealing with a recent loss of a loved one and wondering if they’ll need to face the probate process or wondering what to do first after a death.

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Michelle Wilson, a local estate planning and eldercare attorney from Cumming Georgia and owner of Wilson Legal, wants to connect with YOU. We hope to leave you in a better place than you were just 30 minutes ago.

Contact Wilson Legal
Michelle Wilson
[email protected]
770-821-6469

• How her decision to apply to law school started with a run in with the police
• A crazy story (her Casa Blanca moment) – a real situation you definitely want to avoid for your own family
• How her hometown of Cumming, Georgia in Forsyth County has changed from the 1980s to now. 
• And my one really good joke about death and dying. Please fast forward through that part if you are easily offended.