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digital COURSEs

why I created thesE COURSEs

I created these foundational courses to increase accessibility to my services so that I can guide 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 but at a fraction of the price —
you'll do all the work on your own and at your own pace.

WHAT'S INCLUDED

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25 recorded sessions

1 digital framework

12 worksheets

watch the "bite size" sessions at your own convenience + at your own pace — the average video is
just 6 minutes long!

each segment comes with a checklist dedicated to each topic — purchase the version of the course that aligns with your style — paper or digital worksheets

you'll use it to capture all your details for Your Person — purchase the version of the course that best suits you — Google Sheets or Excel

THESE COURSES ARE FOR

individuals who already have their appropriate legal documents in place

people who are highly motivated to get their affairs in order

tech-savvy + super smart individuals who just need some guidance and direction

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 Kate's most budget-friendly option

each chapter focuses on one topic

AT THE END OF THE COURSE, YOU'LL HAVE

an organized estate ON YOUR OWN TERMS + AT YOUR OWN PACE: and it'll feel so, so good! 

PEACE OF MIND: Your Person will know how to access your devices and where your important info is stored

CONFIDENCE: Your Person will have the details they'll need to settle your estate and fulfill your wishes with ease — what a gift!

HOW MUCH DOES THE COURSE COST?

These foundational digital courses are offered for $457. 

schedule

WANT TO SIGN UP?

click the button below to be taken to my Organize Your Important Life Details course, hosted on the Thinkific platform

(fun fact: you can watch the first video lesson for FREE by clicking 'free preview')

PREFER TO WORK WITH KATE IN PERSON?

If an digital course isn't your thing, schedule a call with Kate
so you can figure out how to best work together — it's free!

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