Estate planning is one of those things we all know we should do, but keep pushing to the back burner.
Here's the thing: as Salesforce professionals, we already think in systems. We know what happens when there's no documentation, no clear permissions, and no backup plan. Your personal life is no different. Without an estate plan, you're basically handing someone with no admin experience a Salesforce org and wishing them luck.
Mary, who is a Salesforce MVP HOF and Certified Financial Planner, will walk you through what an estate plan actually is, what it covers, and why every adult - regardless of how much or how little you have - needs one. We're talking wills, powers of attorney, trusts, digital assets, and who gets to make decisions for you if you can't make them yourself.
It's time to stop putting off the most important workflow you'll ever design.