Learn how beneficiary designations, wills and trusts all interact. Learn when probate happens and when assets might transfer in ways you didn't anticipate.
What happens if my loved one can make decisions for themself? What if they make decisions that are harmful? Will the nursing home take everything? What about taxes? Get an introduction to the legal issues we all will face.
Does a judge decide everything? Learn when a court becomes involved.
Learn when it's time to reach out to a professional.
Leaving a manageable to-do list isn’t just about documents. I see people with lots of documents leave legal messes all the time. Documents are important, they set up the plan. But it takes more to leaving a manageable to-do list and to make sure the plan actually happens. For example, a will doesn’t prevent probate. It’s for probate! In the Field Guide, you’ll learn how assets move and the role of documents like wills and trusts.
A single payment of $297
The course is approximately an hour of instruction over eight sessions. You have 60 days access to the material. Why limited access? So you have an incentive to get through the sessions and access this important information. This should be plenty of time to watch the material. This is meant to get into your brain, not sit up on the digital shelf. You have the downloadable workbook that is yours for future reference.
The online platform I use for the Workshop is easy to use. You can get a preview to see if it’s right for you. If you’re ready to avoid a mess, take these steps.
Let’s go Organizer!