S02 EP. 3-1 | A Conversation about Death: Estate Planning, Probate & Preparing for Loss

Описание: In this episode of the Open Notes Podcast, we sit down with Karen Schultz, founder of Heirloom Consulting and a trustee consultant with years of experience in estate planning, probate, and helping families navigate life after loss.

Karen shares compassionate, practical insight into what really happens when someone passes away from the emotional side of supporting grieving families to the legal, financial, and organizational responsibilities that often get overlooked.

In this conversation, we discuss:
✔️ How to prepare your loved ones BEFORE death to reduce stress, cost, and conflict
✔️ Why most people think they’re organized… but aren’t
✔️ The surprising issues families fight over — from paintings to Bar Mitzvah books
✔️ How heir research works (including finding heirs who don’t know they’re heirs!)
✔️ What happens to debt after someone dies

Karen brings warmth, humor, and deep experience to a topic many people struggle to discuss. Whether you’re planning for the future or supporting aging parents, this episode offers meaningful guidance and eye-opening stories.

👉 Watch to learn how to prepare, organize, and protect your loved ones before and after loss.

Don’t forget to like, subscribe, and share to support more community-focused conversations through UITAC.

Timestamps:
00:00 | Episode Snippet
00:42 | Open Notes Podcast Intro with Karen Schultz
01:20 | How did you get into Trustee Consulting?
02:11 | Can you please explain your experience in finding the rightful heir of inheritance?
03:51 | Does debt get transferred to other individuals when someone dies?
04:35 | How do you remove yourself from grief of a family?
05:52 | What does it mean for those around us when we die? What does someone have to prepare for?
07:28 | Are pets considered as assests when someone dies? Do you set up a trust for them?
09:02 | How do you approach a conversation of death?
11:50 | Do you have a favorite heirloom that you've worked with or was fought over?
13:19 | What is probate?
15:36 | How does your background in real estate and paralegal estate planning help you with your current business?
16:32 | Do you know about how IRS and tax factor in when someone dies?
18:35 | Can you talk about your non-profit for kids?
20:04 | Next Episode Snippet. Tune in next week!

NOTE: This information is for general informational purposes only, and is not legal advice

#EstatePlanning #Probate #TrusteeConsulting #KarenSchultz #HeirloomConsulting #OpenNotesPodcast #Inheritance #FamilyPlanning #EndOfLifePlanning #OrganizingYourLife #FinancialWellness #ParalegalLife #RealEstateAndTrusts

Guest | Karen Tarnopol Schultz
Hosts | Angela Thompson, Nora Mortimer, & Kiana Gerhart
Video Editor | Kiana Gerhart @its_kianaaaa
Content Revisers | Nora Mortimer, & Angela Thompson