In this episode of Between Sessions with Berries, Kym talks with estate lawyer David Rosati, co-founder of Succession Wills, about why this task gets put off more than almost anything else and what actually helps people move through it. David has spent over a decade in estate planning, and he is honest about the emotional reasons wills stall, the assumption that quietly keeps people stuck, and how technology is starting to change who can put a proper plan in place. Whether you run a private practice or have just been meaning to deal with it, this conversation makes the whole thing feel a lot less daunting.

In This Episode, We Cover:

• Why wills take longer to finish than almost any other legal task.

• The two emotional barriers quietly driving the procrastination.

• Why having no spouse or kids can make a will more important, not less.

• A reframe that takes the pressure off getting every decision perfect.

• Where practice owners and business succession fit into the picture.

• How Succession Wills uses an AI legal assistant, and what it deliberately does not do.

• What lifetime access changes about keeping your will current.

Connect with David Rosati:
Website: https://successionwills.com
LinkedIn: https://www.linkedin.com/in/david-rosati-aa8b91100
Succession Wills LinkedIn: https://www.linkedin.com/company/succession-wills
Succession Wills Facebook: https://facebook.com/successionwills

Brought to You By Berries:
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