Shifted On Purpose
Episode 5: Most people think estate planning means one document. It doesn't. In the first-ever lawyer edition, Bola sits down with Crista Hermance, founder of The Heritance Lawyers, California-licensed estate planning attorney and the voice behind The Estate Planning Mom - to break down what she calls the Big 5: the five documents that actually protect your family, in plain language, with zero legal jargon. Crista answers questions submitted by SOP listeners, shares real cases (including one family who paid $18,000 in fees they didn't have to), and explains the difference between the documents most people confuse, including the one decision that can quietly override your entire will. If you've been putting off planning because you don't know where to start, this is the episode that gives you the map. 🎙️ Subscribe so you never miss an episode 📩 Write to the show: hello@shiftedonpurpose.com 📱 Follow along: @shiftedonpurpose 🌐 shiftedonpurpose.com If you haven't grabbed your copy of the Future Readiness Check yet, head to shiftedonpurpose.com. Scroll to the bottom, enter your name and email, and it'll be in your inbox within minutes. If you're looking for a California licensed attorney, you can find Crista Hermance and the rest of her practice at www.theheritancelawyers.com. It's not about what you leave behind. It's about what you pass forward. #EstatePlanning #TheBig5 #LivingTrust #PowerOfAttorney #LegacyPlanning #ShiftedOnPurpose
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