Estate planning made simple

Your guide to estate planning success
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ONCE UPON A WILL PODCAST SERIES

Your roadmap to secure your legacy

Classic Fairy Tales
  • Goldilocks: Finding the "Just Right" Plan
  • Snow White: Appointing a Healthcare Agent when You Can't Speak
  • Jack & The Beanstalk: Choosing the Right Financial Agent
  • Hansel & Gretel: Ensuring Your Kids are Protected
  • Cinderella: Planning for Everyone in a Blended Family
  • Little Red Riding Hood: Identifying the Right Helpers
PIXAR Estate Planning Lessons
  • Finding Nemo: Protecting Your Minor Children
  • UP: Maintaining Control During Incapacity
  • The Incredibles: Custom Plans for Families with Diverse Needs
  • Coco: Blended Families Plans for Everyone in the Family
  • Toy Story: Avoiding Probate Court with a Trust
  • Cars: Family-Owned & Small Business Succession Planning
Coming Soon: Disney Estate Planning Lessons
  • The Lion King
  • Frozen
  • The Little Mermaid
  • Aladdin
  • Big Hero 6
  • The Princess & the Frog
  • Zootopia

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