Building a Will with No Overwhelm: Journey of Family Connection and Creating HeirLight with Jermaine Ee

Jermaine Ee is a founder and storyteller interested in three things: how we spend our time, the work we do, and what we leave behind. His career has zigzagged across ed‐tech, logistics, toys, political campaigns, executive search, and impact projects, but the through‐line has always been the same: helping people make better decisions about their money, careers, and futures. He’s run financial‐aid workshops in low‐income high schools, built a startup to help kids confront their fear of math, and worked inside the Venture Capital & Private Equity ecosystem, studying how talent shapes enduring companies. Through Rotary and other efforts, he has helped lead humanitarian projects from Los Angeles to Colombia, Mexico, and Ukraine, working on refugee housing, medical transport, and frontline logistics. Today, Jermaine spends most of his time on HeirLight, a simple and smart will maker designed to turn one of adulthood’s most avoided tasks into a fast, modern, emotionally intelligent experience. Born in Los Angeles and raised between LA and Malaysia, he thinks a lot about belonging, identity, and the quiet instructions we leave behind for the people we love. ***Since recording the podcast HeirLight is now also available in Texas, Florida, Oklahoma, Pennsylvania, and Illinois by March 15. ***Chekout this link to get 50% off! www.heirlight.com/en/podcast  https://www.eejermaine.com/ Contact Kendra Rinaldi to be a guest or for coaching information https://www.griefgratitudeandthegrayinbetween.com/ Show Highlights Navigating Migratory Grief: Jermaine discusses growing up across different countries like Malaysia and Mexico, and the grief and struggles of being the "new kid" coming back into the U.S. high school system. The Inspiration Behind HeirLight: Jermaine shares how a simple lunch conversation with his parents about retirement turned into a mission to create an unbiased, judgment-free estate planning app that helps families—particularly immigrant families—plan for the future without overwhelm. Honoring Immigrant Sacrifices: We hear a beautiful, tear-jerking story of Jermaine taking his parents back to Oklahoma to trace their first steps in the U.S., including a poignant moment at a Burger King that reminded the family of how far they've come in just one generation. Estate Planning as a Tool for Clarity: We discuss how HeirLight doesn't just record assets, but also captures the user's bucket list, helping them align their finances with what truly brings them joy and contentment today. The "Memory Dividend": Jermaine introduces the concept from the book Die With Zero , emphasizing that creating memories early in life allows you to enjoy the "dividends" of those memories for decades. Living Intentionally Before Loss: Jermaine opens up about taking his mom to Salzburg, Austria to live out her Sound of Music bucket list dream just eight days before she was suddenly hospitalized, reminding us all not to wait to live our lives.

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