Planning ahead doesn’t have to be overwhelming. Whether you’re thinking about your family’s future or protecting the business you’ve built, this online seminar breaks it all down into clear, manageable steps.
Gain essential insights through short, manageable videos designed to guide you through estate and business planning.
Access downloadable handouts with actionable steps to help you apply what you've learned.
Use what you’ve learned to start protecting your family, your business, and your future.
Join a LIVE 30-minute Zoom session with Kelly to get personalized guidance and answers to your questions.
Who it's for
Families who want to avoid legal messes in a crisis
Business owners who want to protect their legacy
Young adults who are legally on their own
Aging parents—and their adult children who want to help
This Course gives you
Clarity on what legal documents you actually need
Confidence in knowing your family and business are protected
Control over your assets, decisions, and legacy
Enroll now.
For Only $57 This course won’t make you an expert—
but it will make sure you never have to wish you knew more when it matters most.
What if your family can’t access your finances during an emergency?
Or if your kids or business partners are left with confusion, court dates, and chaos?
It doesn’t have to be that way.
This course will walk you through simple, powerful legal tools that can protect your family, your business, and your legacy—with clarity and peace of mind.
Wills & Revocable Trusts
Think a will is all you need to ensure your assets go to your family? Think again. In this module, you’ll learn what really happens after someone passes away and why a will alone may not be enough. We’ll walk through how revocable trusts can help avoid probate, offer more control, and prevent the legal confusion and delays that often arise when proper planning isn’t in place.
Titles, Ownership & Asset Clarity
This module breaks down why understanding who owns what—whether it's your home, car, bank account, or business—is one of the most important legal steps you can take. You’ll learn how ownership impacts control, access, and inheritance, and how to create a clear snapshot of your assets to avoid confusion, prevent mistakes, and ensure your business and personal property are properly protected.
Insurance
Insurance is more than just paperwork—it’s your first layer of financial protection. In this module, you’ll learn how to evaluate your existing coverage, identify gaps you may not realize exist, and use insurance as a practical tool to shield your family and business. We’ll also introduce a simple annual habit to help you stay on top of your protection before problems arise.
Healthcare Surrogates
In a medical emergency, your loved ones may be powerless without the right documentation. This module explains how to legally authorize someone you trust to access your medical records and make decisions if you’re unable to speak for yourself. You’ll also learn why this form is critical for young adults turning 18 and how HIPAA laws can block even close family members without it.
Living Wills
A living will ensures your wishes for medical treatment are clear if you're ever in a life-threatening condition and unable to communicate. This module helps you put those decisions in writing to prevent confusion or conflict among family members, offering clarity to both your loved ones and healthcare providers in difficult moments.
Durable Power of Attorney
If you become unable to manage your finances, a durable power of attorney allows someone you trust to step in—whether it’s to pay bills, access accounts, or make critical financial decisions. In this module, you’ll learn why this document is essential, how to avoid common mistakes that render it useless, and why it should be reviewed any time you move to a new state.
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