You have a bank account. You own property. You have people you love. That means you need a plan—and waiting until "later" could leave your family drowning in paperwork, legal fees, and preventable heartbreak when they need clarity most.

Anna Jerden, estate attorney and trust specialist, shares her journey from corporate communications to law school in her 30s (while working full time), and why she made estate planning her mission after watching her own family struggle without proper planning in place. In this episode, Anna breaks down the myths keeping you stuck, explains what trusts actually do, and reveals why estate planning isn't about death—it's about protecting your life, your family, and your future right now.

If you've been putting off this conversation because it feels overwhelming, expensive, or "not for you yet," this episode will change your mind and give you a clear path forward.

TOPICS DISCUSSED:

• Why estate planning isn't just for death—it's for incapacity, dementia, and life emergencies
• What a trust actually is (think: building a house, then furnishing it with your assets)
• The difference between probate and trust planning—and why trusts keep you out of court
• How California's Proposition 19 changed property tax rules for passing homes to children
• Power of attorney myths: it's not signing away your life
• Why women need to plan twice: once with partners, once for themselves
• International property and cross-border estate planning considerations
• Pay-on-death accounts and other probate alternatives

Connect with Anna on LinkedIn - www.linkedin.com/in/anna-jerden-esq-935b62208

Want to learn more about Jenny’s work? Visit her website at www.relatelaw.com

BEST MOMENTS:

"Estate planning is about people. It's not just organizing the things in your life, but the people in your life as well."

"Common doesn't mean it's not treatable. Getting the planning in place is something you can do to avoid all of that."

"You can still take control and maintain a sense of order through some of these really critical life events."

"As a woman, you're essentially in a unique position because you have to plan more than once."

CONTACT THE HOST

• Website |  www.thereikihealingcoach.com 
• Instagram | @sophia_i_got_ig
• Instagram | @createlifeyourway
• Facebook | www.facebook.com/sophia.e.754

LinkedIn | Sophia Elcock

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