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Your Will is a Starting Point, Not a Complete Plan
Getting a Will or Trust is an important step, but it leaves out a lot. Learn the five things most estate plans never cover, and why they matter most to the people you'll leave behind.
Read the article →The Digital Assets No One Thinks to Document
Most families assume they'll find the financial accounts. It's everything else, the airline miles, the cloud photos, the subscriptions still charging, that quietly disappears. Here's what gets missed most.
Read the article →Scams Targeting Seniors and Grieving Families (And How to Stop Them)
Scammers don't target seniors by accident. They follow a profile, watch for life transitions like estate settlement, and use increasingly sophisticated tools to exploit the moments when families are most vulnerable. Here are the five scams causing the most damage right now, and the specific steps that can stop them.
Read the article →How to Plan a Celebration of Life That Actually Feels Like Them
With grief in the room and a hundred logistics to manage, it's easy to end up with something generic. A few intentional choices change that.
Read the article →When Your Clients Have a Will but No Plan: A Guide for Estate Professionals
Most families with a Will think they're prepared. But a Will doesn't tell anyone where the accounts are, who to call, or what to do first. If you work with seniors or families navigating loss, here's how to open the conversation that actually makes a difference.
Read the article →Can AI Help you Settle an Estate? Here's What It Can (and Can't) Do
Using AI to help settle an estate? Know the limits. This guide covers what AI tools do well, what they should never do, and what makes Lysi different.
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