From Pharaohs to Family Heirlooms: The Surprisingly Dramatic History of Estate Planning

Let’s be honest — when most people hear the words “estate planning,” their eyes glaze over. It sounds like one of those dry legal chores that you know you should do, but would rather not think about. Death, taxes, documents, witnesses... not exactly cocktail-party material.

But that impression misses the point entirely. Estate planning is about people, not paperwork. It’s about family stories, relationships, values, and how we want to be remembered. I always say to clients “Estate planning is the least important item on your ‘to do’ list until, in a moment, it’s the most important.”

A Little History

Estate planning isn’t new — far from it. Humans have been trying to decide “who gets what” for thousands of years.

• In ancient Egypt, scribes carefully documented how property (including fields, livestock, and jewelry) would pass to heirs — some of these ancient records still survive.

• The Romans formalized the idea of a “will” (testamentum), complete with witnesses and seals — and even had laws punishing those who tampered with one.

• By medieval England, inheritance rules were so rigid that entire wars were fought over who had the rightful claim to a castle or a crown. See…not boring at all!

So when you sit down to create your estate plan, you’re actually taking part in a tradition that’s as old as civilization itself — one that’s always been about protecting loved ones and preventing conflict.

Why I Love This Work

As an estate planning attorney, I get to meet fascinating people. Every client has a story. Every family has a wrinkle. No two plans are ever the same.

Some families are blending children from prior marriages. Others are caring for a child with special needs or a beloved pet. Some want to preserve a family business or a cabin filled with memories.

Each plan becomes a reflection of that person’s life — their values, quirks, generosity, and even their sense of humor. Those who know me, know how muchy I value humor.

The Drama Behind the Documents

If you think estate planning is boring, consider this:

• Prince died without a will, sparking years of litigation.

• Aretha Franklin left multiple handwritten wills hidden in couch cushions.

• Robin Williams’ family battled over the meaning of a few phrases in his trust.

These aren’t just celebrity cautionary tales — they’re reminders that a well-designed plan prevents unnecessary drama and keeps families focused on what matters most. You don’t hear about the “normal people” who have these same issues.

Why People Procrastinate

Many people put off creating an estate plan because it forces them to think about two uncomfortable subjects:

1. Mortality — we’d rather not picture the end. As my friend Ward says, “This train goes in one direction.”

2. Money and family — two topics famous for awkward conversations. Religion and politics are way easier to talk about.

But confronting those subjects is actually liberating. Once your plan is in place, you can stop worrying and focus on living — knowing your wishes are clear and your loved ones are protected.

A Plan That Tells Your Story

Estate planning isn’t just about transferring assets — it’s about telling your story intentionally. It’s how you ensure your life’s work and values carry forward.

That’s why I find this work so rewarding. Estate planning connects the past and the future — from ancient Pharaohs to modern families — through one shared goal: caring for the people we love.