In the workshop, I’ll teach you what you need to know and walk you through what you need to do to have an estate plan so you leave manageable to-do list, not a mess.
Leaving a mess matters because it gets in the way of people carrying on the things that are important about you.
You can get documents lots of places. But, I see people with lots of documents still leave a mess. An estate plan is thinking through the legal to-do list you'll leave and doing things now to make that list manageable.
That's a strategy.
Documents are important. They set up the plan. But you also need to understand what you have and coordinate your assets to follow your plan. That means you need to know how this works and do more than sign documents.
Your Organized (after)Life Workshop is an online, at your pace, workshop where I teach you what you need to know so that you can leave a manageable to-do list.
In the workshop, I equip you with the information you need 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 step of financial organization, understanding what you have and coordinating your assets with your plan
And, I walk you through the steps you need to take to get this done and off your never-get-done list.
I HAVE A WILL, ISN’T THAT ENOUGH?
Leaving a manageable to-do list isn’t just about documents. I see people with lots of documents leave messes all the time. Documents are important, they set up the plan. But it also takes financial organization – knowing what you have and coordinating your assets – to make sure your plan actually happens. If you already have legal documents, like a will or a trust, I'll teach you the strategy behind the documents, help you understand how to coordinate your assets to follow the plan, and I'll show you when you should meet with an attorney for an update.
WHAT IF I'M LESS WORRIED ABOUT THE TO-DO LIST I'LL LEAVE AND
MORE WORRIED ABOUT THE MESS I'LL CLEAN UP?
If the odds are good you'll be cleaning up a mess before you leave one, the information you'll learn in the Workshop will equip you to understand the process of how assets move after someone dies. You won't be stuck having to learn this on the fly, with a mess on your hands and while you're also processing grief.
WHAT'S DOES IT COST?
A single payment of $197
WHAT ARE STUDENTS SAYING?
"I am confident that I've completed the
necessary financial organization and that gives me peace of mind."
"Jen demystified the process by providing
clear explanations in her easy-going manner and organized the course in
manageable steps so as not to overwhelm."
"Not leaving a mess for my loved ones
upon my death is a top priority."