Struggling to understand wills, trusts, and legal documents? I break it down simply so you can take the first steps with confidence.
Tired of putting it off because you don't know where to start? There's NO better time to begin than today!
Unsure of where to even start with legal planning? I fill the gap between, "I have no clue where to start" and "I'm ready for an attorney" - or help you prepare for a DIY approach. All in the comfort of your own home, with no pressure.
Ready to make your legal plan a reality? I'll give you the essential information you need to get started.
Frustrated and overwhelmed trying to find your personal, financial, or property details? Take control of your life and eliminate the frustration with My organizing solution.
Tired of searching through stacks of papers when it's time to renew your insurance policy? My solution simplifies the process, saving you time and hassle.
Spending money foolishly because you can't access that $9.99 online subscription you started years ago? My course will teach you how to regain control of your accounts and save money.
Concerned about leaving behind a mess for your loved ones to deal with? This course ensures that everything is organized and easily accessible, giving you peace of mind.
A simple definition, purpose, and common misconceptions about trusts.
what are revocable and irrevocable trusts, advantages and disadvantages, and key benefits of each.
What does funding your trust mean and why it's crucial.
Other types of trusts you might need to know about.
Be prepared, not panicked. With this simple tool you will know where you are at in your planning journey.
Feel the power of being organized, seeing your progress as you take control of what matters most.
Get Clarity and peace of mind knowing you are taking steps to protect you and your family.
We never know when our time on Earth will end but we do know it will happen.
Use this journal to help you write letters to those you love the most.
Put your thoughts in writing and imagine how special and loved your family and/or friends will feel, knowing you took the time to share your love.
Additional Benefits
No complicated technology or convoluted software. This is a tried-and-true paper-and-pencil method for keeping track of your information.
All worksheets are ready for download, so you can start organizing your life TODAY.
Bonus: Annual Date Planner worksheet; a spreadsheet to track your loved ones' birthdays, anniversaries, and special days so you will never miss another important date!
Module 1: Wills - The First Step to Protecting Your Family
Module 2: Trusts - A Smarter Way to Protect Your Family
Module 3: Advance Directives - Making Sure Your Wishes are Known
Module 4: Bonus # 1: Your Success Checklist
Bonus # 2: Leaving With Love; Writing Legacy Letters to Those You Love the Most
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