Teaching You How
Teaching people - and people caring for loved ones - how estate planning works, so you can avoid a mess.
Estate Planning Works
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When you don’t understand how estate planning works, I know as a probate attorney, you’ll leave a mess EVEN with perfectly fine legal documents. Why? Because you won’t know what else you need to do to make things easier for the people you love.
THE LEGAL ISSUES THAT EVERYONE WILL FACE SHOULD NOT BE A MYSTERY.
When you understand how this works and take the steps you need to, you and your loved ones won’t be scrambling at the worst possible time. As an attorney, I know how critical it is for you to understand the basics of how estate planning works. A bit of know-how is the difference between leaving a manageable legal to-do list and leaving a mess.
At Organized (after)Life, I teach you what you need to know to avoid a mess.
Real Testimonials
See what students are saying about courses taught by Jen Gumbel
Hi. I’m Jen.
I’m a probate attorney who’s walked with hundreds of people and families through the legal affairs that come up at incapacity and death. I’ve taken my years of experience to give you the inside information to know how to avoid a mess. At Organized (after)Life, I equip you with the information you need to leave a manageable to-do list.
Is this for me
What You’ll Learn In My Signature Course, Your Organized (after)Life Workshop
Estate planning is a process that many people don’t really understand – and that’s understandable! I can help you understand how this legal process works and how you can lessen the burden on loved ones.
How assets move after death
The reality is that how you own your assets and how they transfer will determine whether your plan happens, WHETHER OR NOT you have good legal documents. You can not set up a manageable to-do list without understanding this reality. I’ll walk you though this important, but easy to understand concept that is the basis for any effective estate plan.
Steps to leave a manageable plan
The people who leave behind a manageable to-do list for their loved ones took common steps in their planning. I’ll walk you through each necessary step.
How to ensure you get a personalized plan
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.
Steps to take to ensure your plan goes into action
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 financially organized. I’ll walk you through the organization process and teach you how to keep your finances organized.
