Generational Wealth
Wills, Beneficiaries, and the Paperwork Nobody Does
What you'll learn
- →Write a will and name your beneficiaries — it takes 30 minutes and protects everything you've built.
- →Recognize that without a will, your state decides where your money goes — usually slowly and badly.
- →Update beneficiaries on your retirement accounts, life insurance, and bank accounts (those override your will).
Proof task
Don't just watch. Do.
This week, do one of two things: (1) write a simple will using a free template (LegalZoom, your state bar's website), or (2) log into your retirement account and update your beneficiary. Either is the practice. Both is better.
Share this lesson
Pass it on.
Chapters
Jump to a moment.
- 0:00The hook
- 1:15The pattern
- 2:45The interrupt
- 4:30Practice scenario
- 5:30The proof task
Up next in Generational Wealth
Keep going.
Reflect
“What would happen to the people you love if something happened to you tomorrow — and have you actually written it down anywhere?”