The GreaterThan Estate & Legacy Briefing

Welcome — what you're about to watch is the conversation nobody wants to have, which is exactly why it costs Naples families $100,000 to $300,000 every single year.

In the next 25 minutes, I'll walk you through the four documents every family needs in place, the mistakes that quietly redirect retirement accounts to the wrong people, and the form most families have never examined that quietly overrides everything else. This isn't about probate fees. It's about whether the people you love most are protected by what you built — or left to figure it out when you're no longer here to help.

Stay with me to the end. I'm going to show you the one document that overrides your will, your trust, and everything your attorney set up. Most people know it exists. When they understand how powerful it is, they go home and check it that night.