DIGITAL COURSEs
why I created DIGITAL COURSEs
I created digital courses to increase accessibility to my services so I can support even more people in helping them organize their important life details.
These courses include all of the same content I rely on when I work with clients
one-on-one at a fraction of the price.
You'll do all the work on your own, at your own pace and on your own schedule.
Our foundational, digital course is our flagship offering and was designed to support all individuals, regardless of their age or season of life.
WHAT'S INCLUDED in THE foundational course
25 recorded sessions
Watch the "bite sized" videos at your own convenience and work at your own pace. The average video length is <7 minutes!
12 worksheets
Each segment comes with a worksheet dedicated to the topic. Purchase the version of the course that aligns with your style: paper or digital.
1 digital framework
You'll use this to capture all your details for your loved ones. Purchase the version of the course that best suits you: Google Sheets or Excel.
5 bonuses
There are five bonuses sprinkled throughout the course. Will you find them and take action?
THIS COURSE IS BEST FOR
•individuals who already have their appropriate legal documents in place
•people who are highly motivated to get their important life details organized
•people who are craving flexibility and want to work at their own pace
•individuals who want to keep all of their personal details private
•people who are looking for our most budget-friendly option
THE FOUNDATIONAL COURSE COVERS 12 common areaS OF OUR LIVES
BY THE END, YOU'LL HAVE
an organized estate: and it'll feel so, so good!
PEACE OF MIND: your loved ones will know how to access your devices and where your important info is stored
CONFIDENCE: your loved ones will have the details they'll need to settle your estate and fulfill your wishes with ease — what a gift!
BECAUSE WE ALL HAVE DIFFERENT STYLES & PREFERENCES
OUR FOUNDATIONAL DIGITAL COURSE
IS AVAILABLE IN 4 VERSIONS
This version is ideal for those who:
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are comfortable using Excel
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love doodling and taking notes on paper
This version is deal for those who:
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like to use Excel
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prefer using digital forms (not paper)
This version is ideal for those who:
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like to use Google Sheets
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love doodling and taking notes on paper
This version is ideal for those who:
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like to use Google Sheets
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prefer using digital forms (not paper)
ADD-ON COURSES
After completing this foundational course, one of these supplemental courses may be of interest to you.
coming soon!
coming
2025!
FAQS
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In what format(s) is the Business Succession Playbook™ available?The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
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What do I get when I purchase the Business Succession Playbook™?In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
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How much does the Business Succession Playbook™ cost?The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.
