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 takes more to leaving a manageable to-do list and to make sure the plan actually happens. In the Bootcamp, you’ll learn how assets move and the role of documents like wills and trusts.
A single payment of $79
The course is approximately an hour of instruction over eight sessions. You have unlimited access to the video course for as long as the course is available. You have the downloadable workbook that is yours for future reference.