169 - Why Ignoring Estate Plans Could Cost You - Jermaine Ee

About this episode

Emma Powell hosts Jermaine Ee to discuss the importance of estate planning for investors and how HeirLight simplifies the process.

Estate Planning for Investors: Wills, Power of Attorney & Getting Started with HeirLight | Passive Income AdventuresEmma Powell hosts Jermaine Ee, founder of HeirLight, to discuss why estate planning is often delayed or done incorrectly—even by accredited investors—and how his app helps people get started. Jermaine explains the core goals of estate planning (decision-makers, asset distribution, protection, and communication) and clarifies the difference between a will and a trust, including the common mistake of creating a trust without properly funding it. HeirLight sits between DIY services and attorneys, focusing on wills, healthcare directives, and powers of attorney, helping users reduce procrastination by simplifying onboarding and capturing key choices like the “gift of residue,” and enabling users to export organized information when they’re ready to work with an attorney. Bio: Jermaine Ee is a serial founder and the founder of HeirLight; he previously built a Snapchat filter agency while at USC, worked for the California Treasurer, founded an edtech company studying a mental math expert at Stanford, worked in executive search for venture-backed and private equity…

People in this episode

Host: Emma Powell

Guest: Jermaine Ee

Topics covered

• estate planning
• investing
• wills
• trusts
• powers of attorney
• HeirLight

Keywords

• estate planning
• wills
• trusts
• HeirLight
• powers of attorney
• asset distribution
• decision-makers

Mentioned in this episode

Organizations: HeirLight, Snapchat, California Treasurer, Stanford, InvestWithEmma.com, Highrise.group

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