Write it Down BEFORE You Die

Dan Wendell opens the episode by posing a provocative question about whether loved ones would know where hidden assets like gold are buried. He introduces the topic of documenting information beyond legal wills, emphasizing practical preparedness. Co-host Tony Schur joins, sharing a personal anecdote about his grandfather, Bob, who lived to 101 but left behind a messy estate. Tony details how a Verizon cell tower contract on his grandfather's land was unknown to the family, leading to a six-month ordeal to recover payments. He explains that his grandfather had a will for major property but not for items like a pickup truck, which caused family disputes. The hosts discuss common oversights, such as missing keys to buildings and passwords to phones and social media accounts. Tony mentions his mother's Facebook account, which remained active years after her death, highlighting decisions about memorialization. Dan advises working with financial professionals to maintain secure lists, using examples like timeshares and crypto accounts. He introduces the generational vault, a tool with 32-bit encryption for storing documents, passwords, and videos securely. Tony stresses the importance of informing family members about financial advisors and asset locations. The conversation turns to hoarding, with both hosts urging listeners to declutter to reduce estate burdens. They recommend annual updates to asset lists, comparing it to spring cleaning. Dan concludes by encouraging immediate action, noting that tomorrow is not promised. The episode wraps with disclaimers and contact information for Dolphin Financial Group.

As heard by us

A useful estate-planning reminder that the right documents still need the right information around them.

Estate planning gets concrete when Dan Wendell asks who would know where to look for buried gold, key passwords, account information, or contracts.

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Why you'd press play

You want your family to know where the gold is buried, which accounts exist, and where the crucial numbers live after you are gone.

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