The estate planning industry falls short. After over ten years of walking people through the legal to-do list they’re left to deal with and helping people plan ahead to minimize the to-do list they’ll leave for others, I’ve learned that estate planning isn’t just about documents.
I see people with great documents leave legal messes. All the time.
But I also see people leave manageable to-do lists all the time. It usually isn’t people who are financial wizards.. or have a bunch of degrees… or are super sophisticated. They just knew how this stuff works. They knew how their assets would transfer. They knew what they steps they had to take to leave a manageable to-do list. And, because they were going to be darned if they were going to leave a mess for others, they actually took those steps.
The people who know what it takes to leave a manageable to do list? Well. It’s widows. And widowers. People who cleaned up someone else’s mess. And they learned how this works… in a very hard way.
Leaving a manageable to-do list takes documents… and it also takes financial organization. To do that, you need to be equipped with information. That’s where my industry fails people.
That’s why I created Your Organized (after)Life Workshop, an online course to walk you through the steps I’ve seen people take who leave a manageable to-do list.
Equipping you with the information to understand
- what you own
- how the legal stuff works
- how to work with a professional to obtain the documents you need to set up a real plan, and not just be sold a set of one-size-fits-all documents that may not make much difference to your situation
- how to do the most important, and many times overlooked, step of financial organization
Click the “Learn More” button and sign up for a free student account to get a preview.
JOIN THE WORKSHOP!