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A will is one of those tasks that can sit on your list for years. Not because it is complicated to start, but because something about it makes you want to look away. Part of it is the discomfort of thinking about your own mortality. Part of it is the weight of decisions you are not sure you are ready to make.
In this episode of Between Sessions with Berries, Kym talks with estate lawyer David Rosati, co-founder of Succession Wills, about why this task gets put off more than almost anything else and what actually helps people move through it. David has spent over a decade in estate planning, and he is honest about the emotional reasons wills stall, the assumption that quietly keeps people stuck, and how technology is starting to change who can put a proper plan in place. Whether you run a private practice or have just been meaning to deal with it, this conversation makes the whole thing feel a lot less daunting.
In This Episode, We Cover:
Connect with David Rosati:
Website: https://successionwills.com
LinkedIn: https://www.linkedin.com/in/david-rosati-aa8b91100
Succession Wills LinkedIn: https://www.linkedin.com/company/succession-wills
Succession Wills Facebook: https://facebook.com/successionwills
______________
Join the Berries Community - A dedicated space for mental health clinicians to connect, share insights, and grow together. Look for Berries AI Official Community on Facebook at www.heyberries.com/community
Brought to You By Berries:
Ready to stop dreading your notes? Berries is your AI assistant for mental health professionals. Save time, stay compliant, and get back to the work you love. Learn more at heyberries.com.
By Berries5
66 ratings
A will is one of those tasks that can sit on your list for years. Not because it is complicated to start, but because something about it makes you want to look away. Part of it is the discomfort of thinking about your own mortality. Part of it is the weight of decisions you are not sure you are ready to make.
In this episode of Between Sessions with Berries, Kym talks with estate lawyer David Rosati, co-founder of Succession Wills, about why this task gets put off more than almost anything else and what actually helps people move through it. David has spent over a decade in estate planning, and he is honest about the emotional reasons wills stall, the assumption that quietly keeps people stuck, and how technology is starting to change who can put a proper plan in place. Whether you run a private practice or have just been meaning to deal with it, this conversation makes the whole thing feel a lot less daunting.
In This Episode, We Cover:
Connect with David Rosati:
Website: https://successionwills.com
LinkedIn: https://www.linkedin.com/in/david-rosati-aa8b91100
Succession Wills LinkedIn: https://www.linkedin.com/company/succession-wills
Succession Wills Facebook: https://facebook.com/successionwills
______________
Join the Berries Community - A dedicated space for mental health clinicians to connect, share insights, and grow together. Look for Berries AI Official Community on Facebook at www.heyberries.com/community
Brought to You By Berries:
Ready to stop dreading your notes? Berries is your AI assistant for mental health professionals. Save time, stay compliant, and get back to the work you love. Learn more at heyberries.com.

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