Why DIY Estate Plans Fail & How to Protect Your Family | Dan McKenzie
Can a DIY will really protect your family? What happens if your estate plan is incomplete, your trust isn't funded, or your loved ones cannot access your accounts when something happens to you?
In this episode of Death and Dying in the Digital Age, host Niki Weiss welcomes Dan McKenzie, estate planning attorney and founder of The McKenzie Law Firm in Colorado, to uncover the hidden risks of DIY estate planning and the mistakes families often discover too late.
With more than 20 years of legal experience, Dan explains why having a will isn't necessarily enough, how blended families can face unexpected inheritance disputes, and why estate planning must cover both death and incapacity.
They also explore the growing challenges of digital estate planning, including online accounts, email access, cryptocurrency, and the importance of preparing your family to manage your affairs.
If you're creating a will, setting up a trust, choosing an executor, or simply trying to protect your family's future, this conversation offers practical estate planning insights you shouldn't overlook.
– Meet Dan McKenzie: Estate Planning Attorney
– Blended Families and Hidden Inheritance Problems
– What Happens When Someone Dies Without a Will?
– Digital Assets, Cryptocurrency and AI-Generated Wills
– Why People Avoid Estate Planning and Incapacity Planning
– What Happens When You're Alive but Can't Manage Your Affairs?
– Estate Administration: The Real Responsibilities of an Executor
– Practical Estate Planning Advice to Protect Your Family
ABOUT DAN McKENZIE
Dan McKenzie is the founder and owner of The McKenzie Law Firm in Centennial, Colorado. He has practiced law since 2003. After spending a decade in civil litigation, he opened his own firm in 2013 to focus on estate planning and estate administration.
Dan and his team help families prepare for the future, navigate the legal process after losing a loved one, and avoid unnecessary complications.
ABOUT ENDEVO
Death and Dying in the Digital Age explores estate planning, digital legacy, end-of-life preparation, and practical ways to protect the people and things that matter most.
Live fully, die ready.
Start your plan and take the free assessment:
https://finalplaybook.com/main-page
Download My Final Playbook:
Apple App Store:
https://apps.apple.com/us/app/my-final-playbook/id6791298756
Google Play:
https://play.google.com/store/apps/details?id=endevo.life.finalplaybook