Once Upon A Will

Turn Fairy Tales Into Your Family's 'Happily Ever After.'

Discover the secrets of estate planning through our bite-sized podcast stories, crafted to help you protect your loved ones. These Stories Aren't Just for Kids... They're for Securing Your Family.

A quick note for our listeners: The stories and examples shared on "Once Upon a Will" are intended for general educational purposes to help Georgia residents understand estate planning concepts. They are not, and should not be considered, legal advice. For personalized guidance, please speak with an attorney licensed in your jurisdiction.

Goldilocks

Finding The "Just Right" Plan: Skip the Cookie-Cutter Plans. Design a Plan That Truly Fits.
Snow White

Appointing a Healthcare Agent: Why a Clear Healthcare Directive is Essential in a Crisis When You Can't Speak.
Jack & The Beanstalk

Choosing the Right Financial Agent: Avoid Costly Mistakes with the Right Financial Decision-Maker.
Hansel & Gretel

Selecting Guardians: Ensure Your Kids are Always in Safe Hands.
Cinderella

Planning for Blended Families: Create a Plan that Works for Everyone.
Bonus: Little Red Riding Hood

Identifying the Right Helpers: How to Pick the Perfect Team for Your Plan.

Download your complimentary 8-Page:

Once Upon A Will: Quick Action Guide

This Guide Transforms the lessons from our series into simple actionable steps you can take today.

Inside you'll get:

A Quick Assessment for each episode topic;
4 action steps per fairy tale lesson;
Red flag warnings to avoid costly mistakes;
clear steps toward family protection; and
immediate action you can take this week

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Ready to Create Your Own "Happily Ever After"?

Let's begin your journey: schedule a complimentary 15-minute Legacy Clarity Call.

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From Once Upon a Time... to Peace of Mind

Get notified when new episodes drop and learn how to turn your family's story into a lasting legacy.

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