Before my mom died in 2024, I knew she had her financial life in order and her legal documents squared away, but beyond that, I didn't ask many questions. And when she died, I immediately needed to go into detective mode in order to find the answers to questions my sister and I had.

This guide "Legacy Lock: Vital Conversations to Have with your Family about Estate Planning" walks you through many of the questions I wish I had asked my mom before her passing in 2024 to gather the right information, protect your family, and honor your loved one's wishes.

I hope you find it helpful.