Create Your Estate Plan:

What’s Inside Estate Planning 101

Module 1

Get Organized!

Module Description: Let's be honest, one of the reasons you may have put your estate plan off up until now is that you don't know where to start.  We've got your back!

We don't waste any time! In This module you'll receive a clear path on how to pull ALL of your personal information together in a way that will come in handy throughout this course AND to set you up to keep moving forward!  If this is ALL you do, you'll be farther than most Adults in their Estate Planning Journey! 
This is a tough topic that 1 in 3 adults avoids, so you my friend are special.  You are committed and you can do hard things!

Module Highlights:

• We break getting organized down into bite-sized steps that allow you to work at your own pace and gain momentum every step of the way.
• A roadmap helps on any journey and this is no different.  You'll receive a clear roadmap that will take you from clueless and overwhelmed to organized and empowered!
• Digital Checklist downloads and Outlines give you organization before you even get started...and you have to do is...
  Check! Check! and Check!

Module 2

Structuring Your Estate Plan

Module Description: Here you'll pull up your grown-up pants and do the hard work that most adults avoid.  This will be a journey my friend, and we are going to do it together!
Not only will Module 2 structure your estate plan, but we'll review common estate plan lingo and take the confusion out of this vulnerable and often intimidating topic.

Module Highlights:

• We'll review Terms and Options.  By the end you'll be familiar with the difference between a Will, a Trust, a POA and much more!
• You'll understand how to structure your estate plan based upon your circumstances and cover everything needed to establish a sound estate plan.
• Gone is the guesswork! After Module 2, you'll have your estate plan structured and an asset plan crafted-now all you have to do is fill in the blanks!

Module 3

Insurance & How it ties to your Estate Plan

Module Description:   You may be wondering-How do I fund my end of life plan?  How do I cover my debts? 
In this module, we'll revisit your insurance coverage and liabilities. 
Insurance coverage and needs varies based on circumstances, so it's important to understand what's offered, how it can help and how it ties to your estate plan.  

Module Highlights:

• Enjoy learning about Life Insurance, Long-Term Disability and Liability Insurance from a trusted Insurance Professional.
• You'll identify why you may need coverage and the types of coverage that best fit your circumstances.  
• Then you'll link your insurance to your estate plan so your plan will be funded properly, and all policies and information will be organized in it's proper location.

Module 4

Flow of Funds: Financial Planning & Asset Planning

Module Description:   Once you've established your insurance coverages, it's time to dive into the assets (and debts) you have and how your financial landscape plays into your estate plan.

Module Highlights:

• Enjoy learning about Financial Planning as it relates to your estate plan from a Financial Advisory Expert.
• Worksheets and checklists offer you guideance as you determine "who gets what" and how to  document your every wish.
• You'll end this module having your Power of Attorney for Finances and Property established along with other important financial decisions being made.

Module 5

Health Care & Disability Plans

Module Description:   No one wants to think about what happens when they die...nor do they want to dwell on what happens if there is a medical emergency...but again, you're different!  You understand the importance of having a plan for every outcome.  In this module, we'll address medical emergencies, creating a long-term disability plan and check off a lot of the "if this, then that" scenarios.  

Module Highlights:

• This module will provide you an opportunity to guide decisions based upon your wishes through worksheets, checklists and templates.  
• By the end, you'll have established your Power of Attorney (POA) for Health Care and outline your Statement of Wishes.    
• We think this is one of the most difficult sections to tackle, purley from an emotional standpoint.  That's why we'll walk with you every step of the way-offering insight, thoughtful questions and options to craft your wishes in a way that reflects your values.  
  
  *If you find this topic difficult, imagine how hard it would be for a loved one to attempt to make these decisions for you without knowing what you truly want.  By outlining your wishes and documenting your plan, you are truly being proactive and loving.

Module 6

The Kids: Establishing Guardianship & A Game Plan

Module Description:   We have to have a heart-to-heart.  This is in my opinion where doing this work tugs at your heart strings AND is equally the reason you're doing this in the first place.
This module will ask questions that may feel difficult to answer, but boy are they important! 
We'll walk through this (and every) section together and show the most important people in our lives just how much we truly love them.  

Module Highlights:

• By using our Guardian Worksheet, you'll have the hard conversation and find a Guardian who embraces your values. 
• You'll create a road map for how you want your child to be raised (hint: you don't have to be gone to put this into action~ this will be useful as you continue to raise your children as it'll guide decisions and values).   
• By the end of this module, you'll have established a complete care plan for your offspring including experiences, values and how you'll fund their upbringing.  

Module 7 & 8

Making a Tax Plan. Charity & Giving.

Module Description:  Taxes = Not sexy, not fun and often super-confusing!   Am I right?!  Don't worry, we won't overwhelm you with tax-lingo that will make your head spin....instead, we'll work side by side to identify tax impacts of your estate and how you can be intentional and savvy. 

Module Highlights:

• We'll take the confusion out of understanding the tax impacts on an estate plan such as inheritance, debts, trusts and protection.  We'll also show you options to be intentional and tax-savvy through creative planning-all the 'tax stuff' that can be incredibly useful to know. 
• We'll address how to reduce taxes and transfer wealth as well as identify how you'd like to incorporate charity and giving into your estate plan.  
• Enjoy hearing from professionals in the field as they walk you through creative ideas you can apply to reduce taxes and bless the ones you love. 

Module 9

Finalize Your Plan!

Module Description:   You're almost done!  By this point, you've asked the tough questions, you've organized your estate and now it's time to Put It All Together.  See, it wasn't that hard and doesn't feel SOOO good to have it almost done?  

Module Highlights:

• Here's where we put all your hard work together and ensure it's properly complete.  You'll use checklists to ensure you've crossed every T and dotted every i.
• Here's where you get to choose how detailed you want your estate plan to be.  We'll provide you with worksheets to outline every wish, as you begin to wrap your estate plan up with a bow and enjoy the peace that comes from having it complete.   
• You'll work alongside Estate Planning Professionals to ensure your Estate Plan is properly complete, registered and Finalized. 

Module 10

Accessing your Plan & Creating your Vault

Module Description:   You've done the work.  Now it's time to set it aside and remove this worry from your mind.  But first, you must ensure it's easily accessible, secure and updated when needed.  

Module Highlights:

• A few final steps and you can mark this workshop COMPLETE!  Using one last checklist-you'll identify where your Estate Plan is stored, who has copies and how it would be accessed if needed.  
• Communication is key when it comes to estate plans and wishes.  Here you'll be prompted to ensure everyone who needs to be updated is notified of your plan. 
• And Finally~once everything is complete and you've exhaled any lingering worry, all that's left is to establish a simple plan for how you'll keep all your hard work up to date.  Using one final worksheet, you'll establish a plan for regular updating when life milestones happen.  

**TaDa! You're done! You my Friend have done the hard work and now you can rest easy knowing your Estate Plan is established and your loved ones are covered.  You have shown up and shown those you love how much you truly value having them in your life.
Well done.

When you enroll during this special, limited time period,

you’ll get:

Life Plan Academy's:  Estate Planning 101
(A $750 Value)

• 10 Implementation Modules ...

  showing you literally EVERYTHING you need to do to establish your Estate Plan.

• A complete, step-by-step guide 

  that walks you through checklists and worksheets to ensure you've dotted your i's and crossed your t's.

• Access to Estate Plan Professionals

  As they address common questions and provide valuable insight you wouldn't get if you did this alone.

• Guided Lessons including Video, Audio and Downloadable pdf's 

  That allow you to work at your own pace.  Knock it out in a matter of days or work at a pace that fits your busy life. Either way, by the end of this workshop, you'll have an Estate Plan in Hand!

1. You've never "done" an estate plan and have no idea where to start.  
2. You've thought about it, maybe even attended an info session, but that's as far as you've gotten. 
3. You know it's important and are willing to put in the work.
4. You have children under the age of 18 and you want to protect them.
5. Estate Planning feels overwhelming and has confused you when you've tried to figure it out on your own.  
6. You'd like to have your estate plan DONE!
7. You're Ready to take the actions needed to have an                                     ESTATE PLAN in HAND!