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.
Every adult, no matter their age, can benefit from it. Don't put it off, you never know what tomorrow will bring.
I recommend this workshop to anyone wanting to sleep better at night.
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 recommend this Workshop.
Thank you for an amazing, valuable, much needed course!
I want my family members to take this!
This was so easy to use!
I am confident that I've completed the necessary financial organization and that gives me peace of mind.
Not leaving a mess for my loved ones upon my death is a top priority.
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.
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.
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.
A single payment of $197
The course is four hours of instruction over eight sessions. You can easily complete this homework within eight weeks, but life gets in the way. You have access to the video course for 90 days. Why not lifetime access? Because this has been on your to-do list for long enough. You have a goal and the incentive to finally set up a manageable to-do list. Your access to the instruction is limited, but you have downloadable reference materials that are yours for future reference.
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