Your Organized (after)Life Workshop
Take control of your legacy. In this online Workshop, I'll walk you through the steps you need to take to have an effective estate plan. This is at your own pace.
A resource by Jen Gumbel
Everyone will leave a legacy and anyone can get in control of theirs.
But if you leave a legal mess, it can be impossible for people to remember the things about you that were important and carry those things on. That's why estate planning is important.
Estate planning is minimizing the legal to-do list you'll leave so that it's manageable. Leaving a manageable to-do list takes documents… and it also takes financial organization. To do that, you need to be equipped with information. That’s where my industry fails people.
That’s why I created Your Organized (after)Life Workshop, an online course to walk you through the steps I’ve seen people take who leave a manageable to-do list.
Equipping you with the information to understand
- what you own
- how the legal stuff works
- how to work with a professional to obtain the documents you need to set up a real plan, and not just be sold a set of one-size-fits-all documents that may not make much difference to your situation
- how to do the most important, and many times overlooked, step of financial organization.