ON-DEMAND COURSE
why I created this COURSE
I created this course to increase accessibility to my services so that I can guide even more people in helping them organize their estates.
This course includes 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
25 recorded sessions
1 spreadsheet
12 checklists
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 — you can either print them out or fill them out digitally —
whatever works with your style!
you'll use it to capture all your details for Your Person — you'll pick the format that best suits you — Google Sheet, Excel or Numbers
I CREATED THIS COURSE 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 SEGMENT 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?
This recorded, self-paced course costs $597.
WANT TO SIGN UP?
PREFER TO WORK WITH KATE IN PERSON?
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Learn 5 simple tips + tricks to make better use of your iPhone!
it even includes links to step-by-step YouTube videos
