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Episode 13: Estate Planning Made Simple: Tools, Trust, and Technology

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Manage episode 521010556 series 3285598
Content provided by Triage Health. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Triage Health or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Connect with Triage Cancer & Triage Health:

Website:⁠ ⁠⁠⁠TriageCancer.org⁠⁠ |⁠ ⁠⁠⁠TriageHealth.org⁠⁠

Social:

AskTriage Email — Send questions to [email protected] for potential inclusion in future episodes.

  continue reading

13 episodes

Artwork
iconShare
 
Manage episode 521010556 series 3285598
Content provided by Triage Health. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Triage Health or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Connect with Triage Cancer & Triage Health:

Website:⁠ ⁠⁠⁠TriageCancer.org⁠⁠ |⁠ ⁠⁠⁠TriageHealth.org⁠⁠

Social:

AskTriage Email — Send questions to [email protected] for potential inclusion in future episodes.

  continue reading

13 episodes

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