Beyond the Paycheck

Simplifying Estate Planning: Key Steps You Can Take Now with Adam Zuckerman

Episode Summary

Normalize estate planning conversations and secure your future! Join us for expert tips on wills, trusts, and more with Adam Zuckerman. Your legacy matters. #EstateManagement #SecureFuture

Episode Notes

Today on Beyond the Paycheck, Paula Christine is joined by Adam Zuckerman, founder of Buried in Work, to dive into the crucial yet often uncomfortable topic of estate planning. Adam shares his personal story of how his father’s passing led him to simplify estate transitions, turning his experience into a thriving business. They discuss why everyone—regardless of age or wealth—needs an estate plan, the importance of power of attorney, and keeping beneficiaries up to date. Plus, Adam shares invaluable tips for organizing your estate and avoiding common pitfalls.

Adam Zuckerman is the founder of Buried in Work, a platform designed to simplify estate planning and end-of-life tasks. A former attorney and entrepreneur with experience across various industries, including startups and hedge funds, Adam’s personal experience of handling his father’s estate inspired him to create tools and resources that make the process easier for families. His platform offers comprehensive checklists, guides, and services to help people prepare their estates and handle the complexities that follow a loved one’s passing.

 

Connect with Adam:

Website: https://www.buriedinwork.com/

LinkedIn: https://www.linkedin.com/company/buriedinwork

Facebook: https://www.facebook.com/buriedinwork

Instagram: https://www.instagram.com/buriedinwork/

Youtube: https://www.youtube.com/@buriedinwork

X: https://x.com/buriedinwork

 

Episode highlights:

(0:51) Adam’s personal story about his father’s passing and the birth of Buried in Work

(3:20) Why estate planning is essential for everyone, not just the wealthy

(5:11) Importance of power of attorney and keeping beneficiaries updated

(10:12) Ladybird deeds, wills, and trusts—what you need and when.

(13:42) The Clear Kit: A tool to organize estate documents

(15:18) Digital legacy: The importance of managing online accounts and passwords

(19:49) Legacy Safeguard and Discretionary Disposal Service: Ensuring privacy post-death

(25:55) How to get in touch with Adam

(26:18) Outro