#52 - Helping Your Family Starts With One Small Action—Not a Resolution

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I've said it before, New Year’s resolutions are just another form of procrastination.

This is the time when many of us look back on the past year and tell ourselves that we are going to make changes… Starting next year.

Why do we wait for an arbitrary day to start doing things that we've identified as a priority? Yes, a new year symbolizes a fresh start, a clean slate. But January 1st is also just one of 365 days each year. And if Julius Caesar had selected a different day to start the year when he reformed the calendar in 45 BC, we might be looking at the new year starting in March.

What do New Years resolutions have to do with helping families through the administrative chaos after a death? Many families tell me that they know they should plan ahead and document their important information. They want to ease the burden on their family, and they know that sharing this data will be a huge help.

But they look at the task and see that it's going to take some time. It's going to be emotional. It's going to be overwhelming. It's going to be hard. So they put it off.

Even families that read the free guide have only done preparation. It's a great first step, now you know what to look for. But knowing what's missing isn't the same as actually capturing it. That's like buying running shoes but never going on your first run.

So what can you do tonight? Get the free guide and start reading. You don't need to finish everything at once. Small, actionable steps turn into large accomplishments. You get in a rhythm. It snowballs.

But don't wait until January 1st! Start tonight with a small, actionable, easy step. You'll be glad you did.


Building Your Estate Map

The hardest part is rarely the information itself, it's starting. So don't wait for a natural stopping point or the right mood. Get the free guide and read through it tonight. It covers what most families miss, even when a plan already exists, and it's the same small, actionable first step this whole post is about.

If you're further along and want to work through it with someone, schedule a call.

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#53 - I Asked ChatGPT What to Do When A Parent Dies

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#51 - Joint Bank Accounts with Aging Parents: Convenience or Trouble?