Teaching people - and people caring for aging parents - how estate planning works, so you can avoid a mess.
Not leaving a mess for my loved ones upon my death is a top priority.
This was so easy to use!
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.
I took your course to help my mother "get things in order" but I learned I have just as much responsibility to have my own things in order.. people wait too long.
I want my family members to take this!
I recommend this workshop to anyone wanting to sleep better at night.
I recommend this Workshop.
Thank you for an amazing, valuable, much needed course!
Every adult, no matter their age, can benefit from it. Don't put it off, you never know what tomorrow will bring.
The first thing I need to know as an attorney helping families, is what the person had and how those things are moving. You can not set up a manageable to-do list without understanding this fundamental concept. I’ll walk you though this important, but easy to understand legal structure.
The people who left behind a manageable to-do list took common steps, starting with understanding what they owned. I’ll walk you through each necessary step.
Leaving behind a manageable to-do list take more than documents, it takes a strategy – like knowing if you should have a trust or not. You can only get a personalized strategy through a local attorney licensed in your state. I’ll give you tips on how to locate an attorney who bring you incredible value by helping you strategize and who will craft a plan personalized to your needs.
A manageable to-do list takes a strategy and good documents to set up the strategy, but the strategy won’t happen unless you’re financial organized. I’ll walk you through the organization process and teach you how to keep your finances organized.