Design the legacy you want to leave for your loved ones and the causes closest to your heart. Three separate digital downloads: Intro, Part 1, and Part 2.
Intro: While You’re Alive
Protect What’s Yours (1 of 3)
What You’ll Learn:
- The importance of a POA
- When you need to appoint a trusted contact
- How a healthcare advance directive can protect you
Part 1: After You Pass
The Importance of Estate Planning (2 of 3)
What You’ll Learn:
- Why so few people have an estate plan
- Advantages to your family and loved ones
- How to get started
Part 2: After You Pass
Step-by-Step Estate Planning (3 of 3)
What You’ll Learn:
- How to decide who gets what and how much
- What legal documents you need
- How to complete your estate plan, step-by-step