Episode 13: Estate Planning Made Simple: Tools, Trust, and Technology
Manage episode 521010556 series 3285598
Host:
Michaela Tobin, Outreach Coordinator, Triage Cancer
Monica Fawzy Bryant, Esq., Chief Mission Officer, Triage Cancer
Guest:
Robyn Sechler, VP of Partnerships at GoodTrust
Key Takeaways
Estate planning can feel uncomfortable—but it’s one of the most loving things you can do for yourself and your family. In this episode, Michaela and Monica sit down with Robin Sechler of GoodTrust, an online platform that helps people easily create, store, and securely share essential planning documents like wills, trusts, and health care directives.
Together, they discuss how technology is simplifying estate planning, empowering caregivers, and helping families protect their legacies with clarity and compassion.
Key Topics
Why estate planning is an act of love, not just a financial task
Core documents every adult should have:
Will
Power of Attorney for Financial Affairs
Advance Healthcare Directive (Living Will + Medical Power of Attorney)
How estate planning benefits caregivers and reduces uncertainty
How to start sensitive conversations about planning with loved ones
Pet Directives—planning for the care of furry family members
Using technology to simplify estate planning with GoodTrust’s Digital Vault
Create and store wills, trusts, and directives online
Securely share documents with “trusted contacts”
Control who can view what, and when
Partnership Highlight
Through a special partnership between Triage Health and GoodTrust. When listeners purchase a one-year subscription using our link, you save $25 and Triage Cancer receives $25 to support free resources. Use code: SAVE25GIVE25.
Resources Mentioned
GoodTrust – Online estate planning and digital vault platform
Dollar For – Assistance with medical debt and charity care:
Medicare Plan Finder – Tool to compare Medicare Part D plans: medicare.gov/plan-compare
Triage Health Video: How to Use Medicare Plan Finder
Triage Health Checklist: Medicare Prescription Drug Exception Requests
Connect with Triage Cancer & Triage Health:
Website: TriageCancer.org | TriageHealth.org
Social:
Instagram: @triagecancer | @triage_health
Facebook: . Triage Cancer | Triage_Health
LinkedIn: Triage Cancer | Triage Health
AskTriage Email — Send questions to [email protected] for potential inclusion in future episodes.
13 episodes