3 Estate Planning Lessons from Influential Women

March is Women’s History Month, and what better time to highlight the power of estate planning? Women throughout history have played a pivotal role in preserving wealth, values, and legacies. Whether through business succession, philanthropy, or trust planning, their strategies provide invaluable lessons on protecting what matters most.

In this article, we’ll explore estate planning lessons from influential women like Madam C.J. Walker, Eleanor Roosevelt, and Oprah Winfrey—and how you can apply these strategies to your own life.

Estate Planning Lessons from Influential Women: Protecting Your Legacy

Women have long been trailblazers in securing their financial futures and making lasting impacts. From business owners to philanthropists, these leaders have shown how estate planning can safeguard a legacy.

Madam C.J. Walker – Protect Your Business Legacy

Madam C.J. Walker, the first self-made female millionaire in the U.S., didn’t just build a successful haircare empire—she secured her business legacy for future generations. She ensured her estate plan allowed for the continuity of her company, keeping opportunities alive for the people and communities she supported.

Estate Planning Lesson: If you’re a business owner, you need a succession plan.

A business succession plan outlines what happens to your company after you pass, ensuring smooth leadership transitions.
A trust can protect your business assets from legal disputes and probate delays.
Without planning, your business could face dissolution, financial setbacks, or unwanted legal battles.

Just like Madam C.J. Walker protected her company’s future, you should ensure your business and hard work live on—on your terms.

Eleanor Roosevelt – Leave a Legacy of Advocacy

Eleanor Roosevelt was not only a trailblazing First Lady but also a tireless advocate for civil rights, women’s rights, and humanitarian causes. She helped draft the Universal Declaration of Human Rights, shaping policies that still impact lives today.

Estate Planning Lesson: Your legacy isn’t just about money—it’s about impact.

Consider charitable giving in your estate plan through a donor-advised fund (DAF), charitable trust, or foundation.
Leaving a percentage of your estate to causes you care about ensures that your influence continues long after you’re gone.
Whether supporting education, social justice, or medical research, estate planning allows you to put your values into action.

Just like Eleanor Roosevelt’s advocacy work endures, your estate plan can make a lasting impact on the world.

Oprah Winfrey – The Power of a Trust

We all know Oprah Winfrey, but her legacy isn’t just about fame and fortune—it’s about smart financial planning. Oprah has been strategic about her estate, utilizing trusts to protect her assets and ensure they are distributed according to her wishes.

Estate Planning Lesson: A trust gives you more control over your wealth.

Trusts help your assets bypass probate, saving your heirs time, stress, and money.
They allow you to set rules for inheritance, such as staggered distributions rather than lump sums.
Without a trust, high-net-worth individuals risk excessive taxation, legal disputes, and loss of control over their estate.

Even if you’re not a billionaire, a revocable living trust can ensure your loved ones receive their inheritance with minimal legal hurdles.

Take the Next Step: Secure Your Legacy with Smart Estate Planning

The estate planning lessons from influential women show us that securing your future is about more than just money—it’s about legacy, impact, and control. Whether you’re a business owner, philanthropist, or parent, estate planning ensures your hard work benefits those you care about.

Book a Peace of Mind Planning Session today.

We’ll answer your questions, explain your options, and share our flat-fee pricing so you can plan with confidence. The session is normally $450, but mention this article and we’ll waive the fee!