Writer, Wills and Trusts Guide
Lives in: Denver, Colorado
Jason Wolkaski is a writer at Wills and Trusts Guide with a background in personal finance, insurance education, and consumer decision-making. He focuses on helping readers understand how estate planning fits into a broader financial plan, including beneficiary designations, life insurance, retirement accounts, probate costs, and family asset protection.
Before writing about estate planning, Jason worked on financial literacy content for adults navigating major life transitions such as marriage, homeownership, retirement, and caring for aging parents. His writing style is practical, organized, and focused on helping readers take the next step with confidence.
Areas of focus:
- Wills and trusts for everyday families
- Beneficiary forms and account planning
- Life insurance and estate planning
- Retirement accounts and inheritance
- Probate costs and timelines
- Financial checklists for families
Outside of work: Jason enjoys hiking local trails, listening to personal finance podcasts, trying new coffee shops, and keeping a running list of books on behavioral economics and family money habits.
Jason’s goal is to make estate planning feel less intimidating by connecting legal concepts to real-life financial decisions.