The Wealth Transfer Talk
A Workbook for Preparing Your Family Before the Crisis
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From the creators of Mom's Money Talk (Spend Smart. Acquire Assets.) comes The Wealth Transfer Talk — a guided workbook for the conversation most families avoid until it's too late.
If something happened to your parents tomorrow, would you know where their accounts are? Who their advisor is? Whether their beneficiaries are even up to date? Most families don't find out until a crisis forces the issue — and by then, it's grief, urgency, and confusion all at once.
This workbook walks you through the money conversation before it becomes your problem: building a life admin folder, tracking down accounts and beneficiaries, understanding your parents' full financial picture, and opening the conversation with clarity instead of fear.
Written in the same frameworks-first, CFO-mindset voice as the Mom's Money Talk podcast, this is preparation — not panic. Because preparation isn't cold. Preparation is love.
Inside, you'll find prompts, checklists, and structured worksheets to help you organize the practical details and start the conversation with your parents on your own terms.
Details
- Publication Date
- Jul 10, 2026
- Language
- English
- Category
- Parenting & Families
- Copyright
- Some Rights Reserved - Creative Commons (CC BY)
- Contributors
- By (author): Elli Ezra
Specifications
- Pages
- 24
- Binding Type
- Paperback Coil Bound
- Interior Color
- Color
- Dimensions
- A4 (8.27 x 11.69 in / 210 x 297 mm)