About this episode

The episode discusses the consequences of delaying estate planning after a serious medical diagnosis and shares a real-world story of a family that faced challenges due to their delay.

What happens when someone receives a serious medical diagnosis, speaks with an estate planning attorney, and then decides to wait? In this video, I share another real-world estate planning story that almost ended very differently. A family contacted me after receiving a serious health diagnosis. We had a full consultation, discussed their options, reviewed how a living trust could protect their family, and talked about avoiding probate. Everything was ready to move forward. But they waited. Months later, I received another call. The diagnosis had progressed. The client was now hospitalized, and what could have been a straightforward estate planning process became a race against the clock. In this video, I discuss: ✔️ Why families often delay estate planning after a diagnosis ✔️ How quickly a health situation can change ✔️ The challenges of creating a trust during a medical crisis ✔️ Capacity requirements and physician certifications ✔️ Coordinating hospital signings and notaries ✔️ How we were ultimately able to avoid probate ✔️ Why planning from a position of strength is always better Thankfully, we were able to complete the estate plan, transfer the real estate into the trust…

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