Ashley Doyle – Estate Planning Tools
What This Covers
Ashley Doyle shares a practical estate planning resource that helps families handle a loved one’s affairs after their passing. It’s a non-legal document that organizes essential personal and financial information in one place.
Why Clients Use It
Reduces stress for loved ones after death
Complements formal legal tools like wills and power of attorney
Offers peace of mind through organized, accessible planning
Encourages proactive preparation
Fits well with the Infinite Banking mindset of taking control
Key Insights by Timestamp
(starts at 00:00 mins)
Ashley is introduced. Roman notes this is a valuable tool many overlook in financial planning.
(01:14 mins)
Ashley introduces the “Peace of Mind Planner” (formerly I’m Dead, Now What?) — a simple book that organizes essential information for family members after a death.
(01:47 mins)
The planner does not replace legal documents, but consolidates everything from medical contacts to passwords, beneficiaries, business details, and last wishes.
(02:59 mins)
Ashley recommends writing in pencil so it’s easy to update. The book costs about $19 on Amazon — a low-cost, high-value resource.
(04:01 mins)
Having everything organized spares loved ones from making difficult decisions or searching for documents — they just follow what’s written.
(05:00 mins)
Roman adds that Ascendant may integrate this with a client resource hub and also mentions a related $700 professional service called “Peace” that helps families handle paperwork after a death.