End-of-Life University Ep. 542 Estate Transition: An Important Part of End-of-Life Planning with Dan Stickel
Learn about a software resource that helps people navigate estate planning and settlement and find greater peace at the end of life.
My guest Dan Stickel is the Founder and CEO of EstateExec, a cloud-based software solution estate administration and settlement. If you’ve ever served as the executor for an estate you know how challenging it can be to manage financial decisions while grieving after a death has occurred. Dan explains how this software eases the burden for loved ones and avoids common mistakes, and also why it should be part of end-of-life planning. Learn more at the website:
This episode includes:
- Why Dan created EstateExec based on his own experience
- Most people don’t have a will and why that may or may not be a problem
- How the EstateExec app helps people navigate the estate settlement process after a death occurs
- The common issues estate executors struggle with
- Why the estate transition process can’t be rushed and each step is important
- Simple steps in planning an estate in advance that could make a big difference for survivors
- Many states have laws to protect families financially after a death
- Why death doulas and hospice workers may want to encourage estate planning before death for peace of mind and less family conflict
Links mentioned in this episode:
- A Year of Reading Dangerously reading group
- Get Wild and Holy on Amazon or Bookshop
- Latest post on Substack: Rethinking the Bucket List
- What Really Matters Podcast
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- Conversations on Death with ChatGPT – Audiobook here; Print Book here
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