Everything you need to be selling by Friday.

Subject: Something happened in our family last month Hi [First name], I haven't sent one of these in a while — partly because I wanted to wait until I had something worth sending. Now I do. A close family member of mine lost a parent last month. The funeral was hard. What came after was harder — paperwork, executor questions, sibling conversations that nobody had prepared for. They were lucky to have people around who knew what to do. Most families don't. I've spent 15 years selling real estate, and inherited-property transactions are the most emotional ones I handle. The families who get through them well aren't the ones with the most money — they're the ones who talked about it before they had to. I've partnered with a platform called Plan Your Passing — it's a family-side resource library written by another realtor (not a lawyer, that's the point) that covers everything: the 72-hour-after checklist, the executor playbook, the inherited-property decision tree, sibling-negotiation scripts, 50 state-specific guides. I have a co-branded version of it for clients and friends of the firm. If you or your parents haven't had The Conversation yet — or if you're in the middle of one — the free Family Estate Readiness Checklist is the easiest place to start. 47 things to find, write down, or discuss. No fee. No signup wall. [Download the free checklist — yourname.planyourpassing.org/resources/checklist] If you have a specific situation and want to talk it through, just reply to this email. I read every one. I don't bill for these conversations. — [Your Name] [Your Brokerage] · [Your License # · State] [Phone] · [Email] · [Subdomain URL]

Subject: 47 things every family should write down (before they need to) Hi [First name], Last week I sent you a note about a family in my world that just went through losing a parent. The thing that hit me hardest was watching the adult children try to find documents nobody had told them about — wills, insurance policies, deed copies, the safe deposit box key, the password to dad's email. It's the smallest, most mundane stuff that turns into a six-week scavenger hunt at the worst time. So here's the most useful free download I've come across: the Family Estate Readiness Checklist. 47 specific items across five categories — documents, conversations, assets, professionals, action steps. You print it, fill it out, tell ONE person where you put it. That's it. A few examples from the list: • The location of your original will (not a copy) • Who you've named as executor — and whether they actually know • Beneficiary designations on every retirement account, life insurance policy, and TOD account • Your digital legacy contact on Apple, Google, Facebook • The password to your password manager (and where the master is written down) Most families have at least three of these wrong or missing. The checklist makes them visible. [Get the free checklist — yourname.planyourpassing.org/resources/checklist] If you want to walk through it with someone, I do free 20-minute “estate readiness” calls with anyone in my sphere. Reply with three time windows and we'll find one. — [Your Name] [Your Brokerage] · [Phone]

Subject: The conversation most families never have Hi [First name], If your parents are over 65 and you haven't asked them where their will is — this week is the week. I know. It feels morbid. It feels like you're giving up. It feels like you're inviting bad luck. Here's what's worse: not asking. When you avoid the conversation, you're not avoiding death. You're just guaranteeing that when it happens, your family will be unprepared, emotional, and likely to fight. I've watched families I've worked with fall apart over a $50 ceramic vase that wasn't mentioned in a will. Three weeks of silence. Two canceled Thanksgivings. All over a $50 vase. That fight wasn't about the vase — it was about a conversation that never happened. There are three scripts that actually work for opening this conversation. They're at: [yourname.planyourpassing.org/scenarios/planning-ahead] The most-used one is short: "Mom/Dad, I love you and I want to make sure we're honoring your wishes. Can we talk about what's important to you for the future? Not because I think anything is going to happen soon — because I want to understand what matters to you." That's it. Use it this week. If you want help setting up the conversation, getting documents organized, or talking through what to do with a family home that might transfer someday — that's literally my specialty. Reply to this email. No charge for the first conversation. — [Your Name] [Phone] · [Email] [Subdomain URL] PS — If you're already past the conversation stage and dealing with a recent loss, the 72-hour-after guide is at yourname.planyourpassing.org/scenarios/parent-died. Same offer: reply with what you're navigating and we'll talk.

I've been a licensed realtor for 15 years. The hardest deals I've ever closed weren't the bidding wars or the contingent offers. They were the inherited-property sales. Not because the math was hard. Because the family conversation was hard. I've sat across the table from three siblings who hadn't spoken in two months over a $50 ceramic vase. I've watched a daughter try to sell her late mother's house while her brother — who lived 2,000 miles away and hadn't visited in seven years — fought the sale because "that house was mom's." I've explained step-up basis to a family who would have paid $43,000 in unnecessary capital gains tax if their accountant hadn't caught it three days before closing. Inherited real estate is the highest-emotion transaction in this business. And almost no realtor I know wants to specialize in it. So I built a specialty around it. I just launched a co-branded resource for my sphere — a complete family playbook for everything that happens before, during, and after the death of a parent. Scripts for the conversation with mom and dad. Checklists for the first 72 hours after a loss. The executor playbook. The inherited-property decision tree (sell, keep, rent, buy out a sibling — the math on each). State-by-state probate guides. A 47-point Family Estate Readiness Checklist. It's free. No signup. Just there for anyone who needs it. If you're at the “maybe I should start thinking about this” stage, the checklist is a good first step: [yourname.planyourpassing.org/resources/checklist] If you're already past that — a parent is aging, the diagnosis came, the call you've been dreading — there's a guide for that too. And if you want a real conversation with a real person about what to do with the house: that's why I do this work. Reply or message me directly. — [Your Name], REALTOR® [Brokerage] · [License # · State] [Phone]

I've been doing this for 15 years, and I'll tell you what nobody warned me about: inherited real estate is the hardest part of this job. Not the paperwork — the families. Three siblings who haven't spoken in six weeks because of a vase. A daughter who has to sell her mom's house while her brother (who never visited) fights it from across the country. A family who would have paid $43K in unnecessary capital gains tax if someone hadn't caught it. I started seeing the same patterns over and over. So I built a free resource for families navigating any version of this — before a death, during the chaos, or after. Scripts for the conversation with mom and dad. The 72-hour-after guide. The executor playbook. What to do with the family house — sell, keep, rent, buy each other out. 50-state probate cost calculator. It's at: [yourname.planyourpassing.org] If you're at the “we should probably start thinking about this” stage — the free 47-point checklist is the easiest first step. Print it, fill it out, tell ONE person where you put it. That's the assignment. If you want to talk through your own situation, message me. No charge for the first conversation. — [Your Name] [Brokerage]

I've watched families fall apart over a $50 vase. Three siblings. Two months of silence. One ceramic piece that wasn't mentioned in a will. That fight wasn't about the vase. It was about a conversation that never happened. After 15 years in real estate — and a lot of inherited-property sales — I built a free resource for families: → Scripts for the conversation with mom and dad → The 72-hour-after guide → The executor playbook → What to do with the family home → 50-state probate cost calculator Link in bio. Or DM me your situation. — [Your Name] · [Brokerage] #estateplanning #inheritedproperty #realestate #realtor #estate #familyplanning #grief #estatesettlement #probate #notalawyer

15 years in real estate. The hardest deals were never the bidding wars. They were the inherited-property sales — when the family fight had already started. Built a free resource for any family navigating this: → Scripts → Checklists → 50-state guides [yourname.planyourpassing.org]

HEADLINE (large type, top): The conversation most families never have. SUBHEAD (mid type, below): Estate planning that keeps the family together. VISUAL: A black-and-white photo of two hands holding a coffee mug across a kitchen table. (Stock photo OK. Avoid faces if you can — keeps it universal.) LOGO + URL (bottom): [Your Headshot] yourname.planyourpassing.org [Your Name, Realtor] [Your Phone]

OPENING LINE (large): Mom is 72. Dad is 75. You haven't asked where the will is yet. BODY (smaller): That's not a failure. That's most families. The 47-Point Family Estate Readiness Checklist is the easiest way to start. It's free. No signup. No catch. [yourname.planyourpassing.org/resources/checklist] OFFER BOX: Want to talk through your situation? Text or call [Your Phone] — first 20 minutes free. LICENSE / DISCLAIMER (small print, bottom): [Your Name], [State] License #[Number] [Brokerage Name] · [Brokerage Address] Not legal, tax, or financial advice. Educational only. Equal Housing Opportunity logo.

"Before we talk about price, comps, or marketing — can I ask one thing? What's the family's emotional state right now? Are siblings aligned on selling? Is anyone living in the house? Are there any outstanding disagreements about what mom/dad wanted? I ask because I've handled enough of these to know that the family conversation usually matters more than the listing price. If we can get aligned on the family side first, the sale itself becomes easy." [LISTEN. Do not interrupt. The family pours out three to five issues you would never have learned about if you'd opened with comps.]

"Two minutes on tax math, then we'll move on. When you inherit property, your cost basis resets to the fair market value at the date of death. That means if the house was worth $400K when mom passed and you sell it for $415K, you only owe capital gains on $15K — not on the lifetime of appreciation from when she bought it at $80K in 1992. This is the #1 thing families miss. A 'date of death appraisal' is the document that proves the basis to the IRS. It costs about $400–$600. If you haven't gotten one yet, that's the first call after this meeting. Here's why this matters for what we're about to discuss: knowing your basis changes the math on listing price, sale timing, and whether any sibling should consider buying out the others. We can walk through it on the resource portal I sent — link is at the bottom of my emails."

"There are exactly four things you can do with an inherited house. 1. Sell. Cash. Done in 90 days. Clean. 2. Keep and rent. Monthly income, property keeps appreciating, but somebody has to be the landlord — and that usually ends a relationship. 3. One heir buys out the others. Cleanest emotionally, but the buyer needs financing or cash equal to half the appraised value. 4. Joint family ownership without buyout. Sounds nice. Almost never works. The siblings who try this are the ones who hire me 18 months later to sort it out. Most families think they have to pick option 4 because it 'preserves the memory.' I'm going to gently push back on that. The way to preserve the memory is to make a clean decision that the family can live with — not to share a property nobody wants to manage. Which option does the family lean toward right now?"

"Tell me about the siblings. • Who is here today? • Who is not here? • Who is taking the lead on this? • Is anyone living in the house right now? • Has anyone said the words 'I want to keep this house'? • Is anyone disagreeing with the will or the executor? I'm not asking these because I'm nosy. I'm asking because in 80% of inherited sales, the actual transaction is straightforward and the family dynamic is where everything stalls. If there's already tension, my job is to be a neutral party between all of you — and to suggest a couple of conversations to have BEFORE we list, not after. Sometimes that means I send you to one of three estate mediators I trust. Sometimes it just means we wait two weeks to list. The market will still be there in two weeks. The family relationship is harder to get back."

"Last thing. I'd like to help you list this property. But I want to be honest: I will only take this listing if the family is aligned. If there's an unresolved sibling disagreement, or if the executor hasn't finished probate, or if the heirs haven't done their basis math yet — we're going to slow down and handle those first. I'd rather lose 30 days on the front end than have this sale fall apart at the inspection because somebody finally said what they'd been holding in. If you're aligned and ready, I'll send you a listing agreement tonight. If you need a week to talk it through, take the week — I'll be here. Either way, the resource portal at yourname.planyourpassing.org has the executor playbook, the basis worksheet, the sibling-negotiation scripts, and the 50-state probate guides. Use them. They're free."

SEGMENT 1 — OPENING (0:00 – 0:10) Welcome + housekeeping The $50 vase story (sets emotional anchor) Three things we'll cover today SEGMENT 2 — THE THREE DOCUMENTS (0:10 – 0:30) Will — what it actually does (not what lawyers say it does) Durable Power of Attorney — when it's already too late Healthcare Directive — the one-page summary at the front ACTIVITY: Participants fill out the “What I have / What I'm missing” worksheet. (Handout, 5 min, individual) SEGMENT 3 — THE CONVERSATION (0:30 – 0:50) Why families avoid it Three scripts that work — read each one aloud What to cover (house, healthcare, finances, personal property) Handling emotional reactions (crying, anger, shutdown) ACTIVITY: Pair exercise. Two participants face each other. One plays "aging parent," one plays "adult child." Use Script 1 verbatim. Swap. (10 min total) SEGMENT 4 — THE HOUSE (0:50 – 1:10) The four options (sell / keep / rent / buy-out) Step-up basis explained Sibling co-ownership — the long-term failure pattern When to involve a realtor before you list ACTIVITY: Decision-tree worksheet on a hypothetical house. (Handout, 8 min, small groups of 3) SEGMENT 5 — THE EXECUTOR (1:10 – 1:25) The 72-hour list Common mistakes (commingling, distributing too early, ignoring creditor period) When to hire vs DIY SEGMENT 6 — CLOSE + Q&A (1:25 – 1:30) Recap: what to do this week Your offer (free 20-min consult, ongoing access to portal, workshop kit takeaways) Schedule one-on-ones

[STAND. DON'T HIDE BEHIND THE LECTERN. PAUSE FOR A BEAT.] "Before I tell you what we're going to do for the next 90 minutes, I want to tell you a quick story. A few years ago I sat down with three siblings. They hadn't spoken in six weeks. Their mother had died two months earlier. The funeral was hard. The reading of the will was harder. And then — exactly the kind of thing nobody warned them about — they started fighting. About a vase. A ceramic vase. Worth maybe fifty dollars at an estate sale. It wasn't mentioned in the will. The mother had told one daughter, years ago, 'this is for you.' She had also told the son's wife, two years later, 'this is for you.' The third sibling didn't even want the vase, but he wanted the principle. Six weeks of silence. Two cancelled Thanksgivings. One Easter that didn't happen. All over a fifty-dollar vase. [PAUSE] That fight was never about the vase. It was about a conversation that never happened. The mother loved all three of her children. She just never wrote down — or said out loud, to all three at the same time — what she wanted the vase to mean. The next 90 minutes are going to give you the conversation skills, the documents, the checklists, and the family scripts to make sure that never happens in your family. Let's start."

FAMILY ESTATE READINESS — Quick Audit Check what you have. Circle what you're missing. Don't worry about getting it perfect — this is just so you know where you stand. DOCUMENTS YOU CAN PHYSICALLY LOCATE ☐ Current Last Will & Testament (original, not a copy) ☐ Durable Power of Attorney ☐ Healthcare Power of Attorney ☐ Living Will / Advance Healthcare Directive ☐ Revocable Living Trust (if applicable) ☐ Property deeds for every real estate parcel ☐ Vehicle titles ☐ Safe-deposit box location and key ☐ List of every financial account with the institution name ☐ Life insurance policies with current beneficiary info ☐ Birth certificate, social security card, marriage certificate CONVERSATIONS YOU'VE HAD ☐ You've told your executor that you named them ☐ Your executor knows where the documents are ☐ Your spouse knows where the documents are ☐ Your children know where the documents are ☐ Your wishes for the family home are in writing ☐ Your healthcare wishes are in writing AND told to family ☐ Your digital legacy contact is set (Apple, Google, Facebook) DIGITAL ASSETS ☐ Password manager set up ☐ Master password written down somewhere physical ☐ Apple Legacy Contact configured ☐ Google Inactive Account Manager configured ☐ Facebook Memorial Contact set ☐ A list of subscriptions that auto-renew PROFESSIONALS YOU'VE TALKED TO ☐ Estate-planning attorney (in the last 5 years) ☐ CPA who knows your situation ☐ Financial advisor ☐ Realtor who knows the family property ACTION ITEMS BEFORE YOU LEAVE HERE Pick three boxes you didn't check. Write them on the back of this handout. Schedule a 30-minute time block this week to do them.

EMAIL 1 — same day, within 4 hours Subject: Thanks for being at today's workshop Hi [First name], Thank you for spending the time today. I know estate-planning workshops are not anybody's idea of a good Wednesday night. A few links from the session that participants always ask for: • The 47-point checklist [yourname.planyourpassing.org/resources/checklist] • The 72-hour guide (what to do in the first three days after a loss) [yourname.planyourpassing.org/resources/first-24-hours] • The conversation scripts (three scripts that work) [yourname.planyourpassing.org/scenarios/planning-ahead] • The four-options decision tree (inherited property) [yourname.planyourpassing.org/scenarios/inherited-real-estate] If you'd like to schedule the free 20-minute follow-up call I mentioned, my calendar is here: [your scheduling link or phone number]. Three boxes you wrote down at the end? That's the assignment for this week. Just three. Done. — [Your Name] EMAIL 2 — 3 days later Subject: The three boxes you wrote down Hi [First name], Quick check-in. The exercise at the end of last week's workshop was: pick three boxes you didn't check, write them down, do them this week. How are you doing on those three? If you've done them — high five. Write the next three. If you haven't — reply with the three. Sometimes the act of telling ONE person is what unlocks doing them. I'll keep the email confidential. — [Your Name] EMAIL 3 — 10 days later Subject: One small thing this week Hi [First name], If the only thing you do this week is one of these, you're ahead of 90% of families: 1. Call your executor and tell them you named them as executor. 2. Update one beneficiary form (401k, IRA, life insurance). 3. Take a phone photo of your will and put it in a private cloud folder. Tell ONE person where the folder is. Each one takes under 15 minutes. Pick the easiest. Do it. Reply and tell me which one — I'll cheer you on. — [Your Name] PS — If you've got a specific family situation you'd like to think through with someone, I do free 20-minute calls for workshop attendees. [Your scheduling link or phone].

Dear [First name], I just heard about [Mom / Dad / your loved one's first name]. I'm so sorry. There's nothing to say that makes this easier — and I know words on a page can feel small right now. So I'll keep this short. I'm thinking about you and your family this week. If there's anything I can do — meals, errands, picking up out-of-town relatives at the airport, anything at all — call me. There's no rush on any of the practical stuff. Probate, the house, paperwork — all of it can wait until you have the energy to look at it. When you're ready, I've handled enough of these that I can sit with you and just walk through what comes next. No clock running. No commission conversation. Just a chair pulled up next to yours. Whenever you're ready. Or never. Either is fine. With love, [Your Name] [Your Phone] · [Your Email] PS — If anyone in the family wants the 72-hour-after guide just so they know what's coming, it's at yourname.planyourpassing.org/resources/first-24-hours. Free, no signup. Sometimes the not-knowing is harder than the knowing.