He filled out our intake form on August 7th.
He was ready—at least ready enough to take the first step toward protecting his family’s future.
We had a call scheduled for the 14th. But that morning, we got a message:
“I need to cancel for today. My wife and I are sick and will not be able to do this.”
No problem, we thought. Life happens. We’d reconnect soon.
Over the next few weeks, we followed up gently. On August 21st, he replied that he had a doctor’s appointment coming up and would reschedule after that. A week later, on August 29th, he let us know his wife was now the one who was sick.
“Maybe after Labor Day,” he said.
We checked in again on September 2nd and 9th. On the 10th, we heard back:
“Sorry, I’m in the hospital.”
Two weeks later, we reached out again to see how he was doing.
“No, I’m in rehab now,” he said.
Then, on September 26th, he called.
His voice was quiet and heavy.
“My wife passed away.”
In just seven weeks, everything had changed.
We had so many opportunities to help them get a plan in place. A few simple phone calls would have been enough. The entire process could have been completed from a hospital bed.
But now, it was too late. His wife was gone, and they never got the chance to put their wishes into writing.
The Hidden Risk of Waiting
Most people don’t delay estate planning because they don’t care—it’s usually the opposite. They do care. But life keeps getting in the way. Illness, appointments, stress, uncertainty… it all piles up. And planning feels like something that can wait.
But the truth is: life doesn’t always wait for us to feel ready.
The perfect time rarely shows up on the calendar.
And when we delay these important conversations, we risk leaving the people we love unprotected.
Estate planning isn’t just about documents. It’s about peace of mind. It’s about clarity, comfort, and love in the moments that matter most.
Don’t Wait for a Wake-Up Call
If this story hits close to home—if you’ve been meaning to get your plan in place—please don’t wait for “the right time.”
That day may not come.
But today is enough.
Whether it’s a trust, a will, or simply starting the conversation about guardianship, you don’t have to do it all today.
You just have to begin.
Schedule your FREE Peace of Mind Call
It’s simple. It’s supportive.
And it could make all the difference.
