One of the most common things people say to me when we talk about estate planning is, “I know I need to do it… but I hate thinking about death.”
If that sounds like you, you’re not alone. Especially among baby boomers, estate planning often feels tied to loss, grief, and finality. But here’s the truth: estate planning isn’t about dying—it’s about living with peace of mind.
It’s about protecting the people you love. It’s about creating calm, not chaos.
Most people assume they’re avoiding a stack of paperwork. But more often, what they’re really avoiding is the emotion behind it—fear of the unknown, anxiety about letting go, or guilt about not doing it sooner.
In Arizona and New Mexico, I’ve spoken with hundreds of clients who put estate planning off for years—until something changed:
That’s when estate planning becomes urgent. But it doesn’t have to take a crisis to get started.
Let’s reframe how we think about estate planning.
Picture this: you’re leaving for a trip. Before you go, you make sure the house is in order—the lights are off, the doors are locked, the dog is at the sitter. You can relax because you’ve prepared.
That’s exactly what estate planning is.
It’s not about anticipating the worst. It’s about setting things up so that if something unexpected does happen, your family doesn’t have to scramble.
That’s not grim. That’s a gift.
Mary from Santa Fe came to me after her husband passed away. She said, “I never realized how much he had planned until he was gone.”
Everything she needed—account numbers, medical directives, even login information—was organized in one folder. The result?
Mary was grieving, yes—but she could focus on healing because the practical side was already taken care of.
After decades of conversations with clients in their 60s and 70s, one thing is clear:
They’re not afraid of dying. They’re afraid of leaving a mess behind.
What matters most to this generation is:
They want to know that their families won’t have to untangle a complicated situation while grieving. That’s the real reason estate planning for peace of mind is so powerful.
You don’t have to do it all at once. Start with your will, your healthcare directive, or your digital assets. Each step builds momentum.
Instead of saying, “Here’s what I want when I die,” try, “Here’s what I want if I can’t speak for myself.”
Estate planning is about protecting your voice and choices—even when you’re not in the room.
Most of my clients are surprised by how fast and easy it actually is. With the right help, you can take care of the essentials in less than an hour—without confusing legal jargon.
Your legacy isn’t just the money or property you leave behind. It’s:
And the best part? You get to experience that peace today—knowing everything is taken care of.
If estate planning has felt too heavy or complicated, it doesn’t have to stay that way. In under an hour, we can take care of the most important steps, and you’ll walk away with a feeling many people don’t expect: relief.
Schedule your simplified estate planning session today.
📞 Call us at 480-470-7000 to get started or to ask questions about your unique situation.
We plan for weddings. We plan for retirement. We even plan for vacations.
Why not plan for peace of mind?
Because estate planning isn’t about death—it’s about loving the people you leave behind enough to make things easier for them. And that is a legacy worth creating.
