How to Create a Simple, Effective Estate Plan for Your Family
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How to Create a Simple, Effective Estate Plan for Your Family
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Guest: Cheryl Maloney, Certified Executor Advisor
Host: Laura Wilson, Co-Founder of Intentional Household
In this must-listen episode of Intentional Household, host Laura Wilson, Co-Founder of Intentional Household, welcomes Cheryl Maloney, a Certified Executor Advisor, to guide families through the steps of creating a clear and compassionate estate plan.
Cheryl shares her personal motivation for entering the field—rooted in a family health scare—and explains why estate planning is not just for the wealthy or elderly. Together, Laura and Cheryl redefine what it means to prepare your estate, breaking down misconceptions and emphasizing the emotional and relational impact of poor planning.
Listeners will walk away with Cheryl’s four-step framework for building a simple, effective estate plan—one that includes risk assessment, documentation, mitigation strategies, and executor communication. The episode highlights the importance of communication, family clarity, and proactive planning to ease stress and avoid disputes when it matters most.