📣 IT'S HERE: The Trustee's Roadmap™ is now live in our community If you've ever been handed a loved one's trust and thought "I have no idea what I'm doing" — this was built for you. I've been working on it, and today it's open inside Chief Iron Mountain Associates™. The Trustee's Roadmap™ is the complete, plain-English guide to settling a living trust — from your first 48 hours all the way through closing it out the right way. No 300-page legal textbook. No $3,000 lawyer bill for the parts you can handle yourself. Just the steps, in order, with the letters and checklists written for you. 🎁 FREE for every member — Module 1 is unlocked right now Head to the Classroom and start Module 1: You're the Trustee — Start Here. In about 5 minutes you'll know what you've actually been handed, the one rule that keeps you out of trouble, and how to confirm you're really the trustee. It's my gift to you — go watch it today. 🔑 Premium members — Module 2 is open too The First 48 Hours is live, with the printable emergency checklist and the complete handbook attached. Modules 3–8 walk you all the way to the finish line. Two ways to get the full thing — pick what fits you: 📘 Just want the handbook to read tonight? Grab The Quick-Start Trustee Handbook on Beacons — $27, instant download, yours to keep. 👉 https://chiefironmountainassociates.com/shop/0fa36d84-dfbe-4283-bb32-cfecccb7e371 👑 Want the whole journey — every module, every template, all my other courses, the live workshops, and me in your corner? Join Premium ($27/month) and unlock The Trustee's Roadmap™ plus everything else inside. Same heart behind both: nobody should have to do this alone, in the dark, at 2 a.m. 💬 Do this now: drop a comment and tell me — are you settling a trust right now, getting ready for the future, or helping someone you love through it? I read every single one. You were trusted with this for a reason. Let's honor it — together.

There are two Power of Attorney documents everyone should have. They work together, but they do different jobs. 📋 #1 — Financial Power of Attorney (Also called a Durable POA) This one covers your money, property, and legal matters. If you're in the hospital, recovering from surgery, or just can't handle things yourself for a season — your agent steps in to: - Pay your bills and mortgage so nothing gets shut off - Access and manage your bank accounts - Handle your investment or retirement accounts - Sign legal and financial documents on your behalf - Deal with the IRS, Social Security, or government agencies The word "durable" is key — it means the document stays in effect even if you become incapacitated. A regular (non-durable) POA actually expires when you're most vulnerable. Bottom line: This protects your financial life while you're alive but can't act. 🏥 #2 — Healthcare Power of Attorney (Also called a Healthcare Proxy or Medical POA) This one covers your body and medical decisions. Your agent (a person you trust) speaks for you when you can't speak for yourself. They can: - Approve or decline treatments, medications, surgeries - Decide on care settings — hospital, rehab, nursing facility, hospice - Access your medical records - Handle end-of-life care decisions if it comes to that This only activates when doctors determine you can't make or communicate decisions. While you're well and able, you're always in charge. This protects your body and your medical wishes. ⚠️ The #1 Thing People Get Wrong These two documents do not overlap. Your financial agent cannot consent to your surgery. Your healthcare agent cannot move your money. You need both — and they don't have to be the same person. Pick the right person for each role. 🔑 Neither One Replaces a Will A POA only works while you're living. The moment you pass, it becomes void. That's when your will or trust takes over. POA = while you're here, just unable to act. Will/Trust = after you're gone.

Be honest — no judgment in this room. Is it a folder? A shoebox? A drawer? “Somewhere in the house”? In your head? I’m asking because the answer to “where is everything?” is the whole reason this community exists. And almost everybody starts in the same messy place. 👇 Drop your honest answer below — folder, drawer, shoebox, or “no idea yet.” You’ll see you’re in good company.

It’s Free-Member Wednesday — your day to jump in, no experience needed. “Estate planning” sounds like lawyers and big words. It’s really just this: making sure the people you love aren’t left guessing. That’s it. We do it in plain English here. So tell me where your head is: 👇 Comment the one thing you most want to get handled first — your will, your accounts, your wishes, or just finding your documents.

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