Planning for death isn’t a topic most people like to discuss, but having a plan in place can make things significantly easier for loved ones. In this episode, estate planning attorney Jennifer Sawday shares valuable insights on the legal aspects of preparing for the inevitable.

Why Estate Planning Matters
Jennifer emphasizes the importance of having a will or trust to ensure assets are distributed according to one’s wishes. Without a plan, the probate process can be lengthy and stressful for those left behind.
Essential Documents Everyone Should Have
To ensure financial and medical decisions are handled properly, Jennifer highlights key documents:
- Will or Trust – Specifies how assets should be distributed.
- Power of Attorney – Authorizes someone to handle financial matters if you are unable.
- Advance Healthcare Directive – Outlines medical preferences and appoints a healthcare decision-maker.
Common Estate Planning Mistakes
Jennifer also discusses common mistakes people make, such as:
- Not having a plan in place at all.
- Failing to update documents after major life events like marriage, divorce, or having children.
- Choosing the wrong executor or trustee to handle affairs.

Estate Planning is for Everyone
One critical takeaway is that estate planning isn’t just for the wealthy—anyone with assets, dependents, or specific wishes for their legacy should have a plan. Jennifer provides guidance on selecting the right executor and ensuring documents remain up to date.
Final Thoughts
This episode serves as a reminder that while death is unavoidable, careful planning can provide clarity and security for those we leave behind. Listen in to learn how to take proactive steps toward responsible estate planning.
🗣️ Notable Quotes:
“Estate planning isn’t just about wealth—it’s about making things easier for those you love.”
Watch The Full Interview Now:
📇Connecting with Jennifer Sawday:
Facebook: https://www.facebook.com/JenSawday/
LinkedIn: https://www.linkedin.com/in/sawday/
Website: https://tldlaw.com/attorney/jennifer-sawday/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.