Where's the Key to the Safe? Workbook

Turn Estate Planning Advice into Action

You’ve read the guidance. Now put it into practice.

The Where’s the Key to the Safe? Companion Workbook transforms financial and estate planning concepts into a clear, usable system your family can rely on when it matters most.

When death or incapacity strikes, families don’t fail because they lack love. They fail because they lack access.

This workbook helps you organize everything in one place so your spouse, children, or executor are not left searching, guessing, or fighting probate confusion.

Inside you will:

• Document wills, trusts, powers of attorney, and directives
• Record financial accounts, insurance policies, and contacts
• Capture passwords and digital access information
• Clarify final wishes and critical instructions
• Identify gaps that could cost your family time and money

Designed by financial advisor Cameron Zabko, CFP®, and Widows Who Wine™ founder Pam Baker, this workbook blends professional structure with lived experience.

No legal jargon.
No complicated spreadsheets.
Just a practical system that turns preparation into protection.

If you want your family to have clarity instead of chaos, this workbook is your next step.

Cameron Zabko is a Certified Financial Planner(R) professional and founder of Westhollow Wealth Management. He helps families and business owners create estate plans that protect their legacies and financial futures. Cameron lives in Milton, Georgia, and his insights have been featured in NerdWallet and industry periodicals. Learn more at westhollowwealth.com.

Pam Baker is the founder of Widows Who Wine(TM), a community helping widows find connection and joy after loss. A dedicated problem solver and advocate, she also hosts The Lost Love Stories podcast. Pam lives in Roswell, Georgia, surrounded by her four children, a revolving door of friends, and many pets. Learn more at www.widowswhowine.com.