“Planning for the future” doesn’t have to feel so heavy.

This article is for anyone who’s opened their Mitzi checklist and immediately felt overwhelmed.
You’re not behind. You’re not doing it wrong. You’re just a real person with a real life—and you’re already one step ahead by being here.

Let’s take a breath and break it down together.

Why Planning Matters (and What It’s Really About)

Before we dive into paperwork or decision-makers, let’s zoom out.

This isn’t just about what happens after you're gone.

It’s about how you live right now.

Estate planning is about protecting your people, putting your values in writing, and making sure you're covered—just in case.

Ask yourself:

  • Who do I trust to make decisions if I can’t?

  • What do I want to pass on—financially, emotionally, spiritually?

  • What would make things easier for my people if something ever happened?

This isn’t a chore. It’s an act of love.

And if you’re feeling behind? You’re not. Most people don’t know where to start—many lawyers included. You’re already ahead just by being here.

A Plan That Actually Works

Yes, the checklist can feel like a lot. But you don’t have to do it all at once. You just have to start. These five strategies actually help:

1. Start with Your “Why”

Write it down. Is it your kids? Your peace of mind? A promise to your parents? Keep that front and center when motivation dips.

2. Pair It with a Habit

Set a 20-minute block once a week—right after your Monday coffee or Friday wind-down—and chip away. Small steps add up.

3. Break Down Big Decisions

Can’t decide who should raise your kids? Break it into smaller questions:

  • Who shares my values?

  • Who’s nearby?

  • Who would show up, no matter what?

Even brainstorming names counts as progress.

4. Track It Where You Can See It

Print your checklist or open Mitzi’s digital one. Check boxes. Celebrate each win. Progress feels good, even when it’s one step at a time.

5. Bring a Friend In

Challenge a friend to finish their checklist too. We all know someone who’s been “meaning to get to it.” Turn it into a friendly race—first one to finish buys drinks. And honestly, even the “loser” wins just by getting started.

Know someone who needs this?

You’ve got your checklist—now pay it forward. Most people don’t start estate planning because they don’t know where to begin. Sharing this quiz can change that.


Whether it’s a friend, sibling, or partner, help them take the first step:
Send them the quiz and help them get their own checklist. It’s fast. It’s free. And it’s one of the most caring things you can do.

Talk soon!

Katie

This content is for informational purposes only and is not legal advice. Mitzi is not a law firm, and we recommend consulting an attorney for personalized legal guidance.