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
programs start every couple of weeks and rotate between different dates and times.
note: last evening program of 2024 is tentatively scheduled to begin in late July / early August
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
With each session held via Zoom, do I need to have my camera turned on?
Nope! I use Zoom because it's easy to use and it's easy for me to share my screen.
Can I ask questions during each session?
ABSOLUTELY! In fact, I'm hoping you do because I designed this course for you. Zoom provides a lot of flexibility so you'll have three different ways to ask questions:
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You can have your camera on and ask questions using video
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If you'd like to protect your privacy, you can have your camera off and ask questions verbally
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If you're joining us from a coffee shop or your kids are playing in the next room and you're mindful your background noise may be a distraction, you can ask questions using the chat (written) feature
I love using Zoom because these options are aligned with my personal value of meeting you where you are.
What happens if I miss a session?
I have your back! I know life happens and life loves to throw us curveballs. This means it's possible you might miss a session. I record all 12 sessions during your program and make them available to you (usually the next day as it takes a little time for the hour-long session to process). Those recordings will be available to you for 30 days after the session. This way if you miss a session — or want to go back and listen to one you already attended — you'll be able to do so.
Each session is really just an hour?
Yep! I designed this course to be comprehensive and I deliver it in bite-sized pieces so it's not overwhelming. Each week we'll meet for an hour using Zoom. There is one session that might result in us meeting a little longer but I won't know until I understand the needs of each of the five participants. If I think a session might go over an hour, I will give you a heads up beforehand so you're not surprised.
PREFER TO WORK WITH KATE PRIVATELY?
want a free copy of my ebook?
Learn 5 simple tips to begin organizing your important life details
it even includes links to step-by-step YouTube videos
