ORGANIZE YOUR IMPORTANT LIFE DETAILS IN 12 WEEKS
why I created this program
I created this 12-week program specifically to help more individuals use technology to organize their modern-day estates.
This program includes all of the same content I rely on when I work with clients privately one-on-one but at a fraction of the price because we meet as an intimate group.
WHAT'S INCLUDED
12 worksheets
each weekly session comes with a simple worksheet dedicated to the week's topic
you can either print it out or edit the pdf — whatever works with your style!
1 spreadsheet
after working through the simple checklist, you'll enter detailed information into a spreadsheet — you decide whether you receive it in a Google Sheet or Excel format
session recordings
whether you want to listen to a session again or you happened to miss a session, you'll have access to the recordings for 30 days so you don't miss a thing!
some personalization
with a maximum group size of 5 participants, you'll be able to ask questions during each 1-hour zoom session, making the program tailored to you
confidentiality
as someone who was first granted a security clearance in 2003, I know how to keep secrets and will always protect your privacy and personal details
routine follow-ups
because organizing your important life details is not a one-and-done effort, you'll receive follow-ups to ensure you're regularly updating information for your loved one(s)
THIS PROGRAM IS BEST SUITED FOR
•people who already have their appropriate legal documents
•those who want to organize their important life details but have no idea where to start
•individuals who need some direction and accountability in getting their affairs in order
•people who are comfortable using spreadsheets and Zoom
•individuals who are willing to work on their own between sessions
•people who may want to keep their details private
•individuals who don't want to pay thousands for someone else to organize all their important life details
each weeK WILL
focus on one topic
along the way, you'll ALSO learn about
RUFADAA
also known as The Revised Uniform Fiduciary Access to Digital Assets Act; this is the current law on the books that governs access to a person's online accounts when the account owner passes away or becomes incapacitated
LEGACY CONTACTS
some (not all) service providers and platforms offer a secure — and legal — means for you to designate someone to have access to your account and data. I'll make sure you know who provides this capability so you can take full advantage of this vital feature.
PASSWORD MANAGERS
while a password manager is not required to take this course, using one can make your life — and your loved ones — a little easier
AT THE END OF 12 WEEKS, YOU'LL HAVE
a THOROUGH UNDERSTANDING OF YOUR estate:
In today's high-tech world, this is HUGE because estates are far more extensive
than your legal documents.
an organized estate: and it'll feel sooooo good!
PEACE OF MIND: your loved one(s) will know how to access your devices and your important information
CONFIDENCE: your loved one(s) will have all the information they'll need to settle your estate and fulfill your wishes with ease
UPCOMING PROGRAMS
last cohort
of 2024!
reserve a spot for FREE!
Kate will reach out about a week before the first session to request payment. Payment will be due four days prior to the first class to ensure you have sufficient time to complete the first assignment.
POPULAR QUESTIONS
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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.
