Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“No will? Your state already wrote one for you. You might not like it.”
“New parent? Naming a guardian is the most important line in your will.”
“Your 401(k) beneficiary is your ex. That form beats your will.”
“Own a home in two states? Your family may face probate in both.”
“A parent's diagnosis is when estate documents get urgent.”
“Remarried with kids from before? A simple will may disinherit someone you love.”
“Own a business? Your estate plan needs to say who runs it.”
“Your estate may be large enough to owe estate tax. Gifts now can help.”
“Who makes medical decisions if you can't? Put it in writing.”
“Your estate plan is from before your kids were adults. Time for a review.”
Make a video about one See advisors for people planning their estate
General education, not financial advice. Check rules and figures against current law before you publish.