PERSONAL RESOURCE MAP
Will your family know what to do when something happens to you?
Don't leave your family at risk of confusion, conflict or expensive and unnecessary time in court. In our free Masterclass you'll get the steps to create a plan for everything you have, and everyone you love—no matter how little or how much you have.
Discover what you can do yourself, what you need a lawyer to do, and if you are going to DIY … how to DIY the right way. You'll also get to start your Personal Resource Map™ so your family knows what you have, where it is, and how to find it.
Let's talk about the unexpected.
We are fragile, us human beings. And, when something happens unexpectedly, it’s too late for all the “I wish I had handled thats …” Coulda, shoulda, woulda, but didn’t.
Once something happens, your family will move into action, in grief, and likely under stress. They won’t know what you have, where it is, or how to find it. They’ll have to scramble to figure it out.
If you want to make that time as easy as possible for the people you love, you want them to have what they need to find what you have, to know what you wanted, and to not be scrambling …
Whether you have a lot or a little or have already created a will or trust, an updated plan (and not just a will or a trust) is the most important gift you can leave to the people you love ... Estate documents and forms fail families because they are out-of-date, weren't completed correctly, or simply didn't reflect everything that was needed.
But, you can change this.
You can leave your family with a legacy of love, and not a mess. And, they deserve it. Because your family is worth it.
Will your loved ones know how to find your assets?
Passwords? Crypto? That old IRA, even you've forgotten about? Do you know how to find your parent's accounts if they become incapacitated or when they die? Probably not.
Who would your family call first if something happened to you?
Does that person know what to do, and how to handle things for you, get access to your assets, and keep the wheels on the bus?
Is everything documented clearly in one place, easy to find?
Or will your hard-earned resources become part of the $58,000,000,000 (Billions!) lost to the government because your family simply wouldn't know?
In this free training,
you will learn:
How to create a comprehensive inventory of what you own,
from cash to crypto. Learn what your family needs to know to access your assets AND create your own map.
How to talk to your loved ones about incapacity and death,
and create more connection, especially if your family has been resistant to talking about the inevitable.
The most important legal steps for you and your family to take right now to stay out of court and out of conflict.
What you can do yourself and what you need to have a lawyer do for you.
Invite your Parents!
Why I created the Personal Resource Map.
For the better part of 20 years, I've worked as an attorney, entrepreneur, and private advisor to families and business owners. My passion for helping families steward their resources between generations began in law school when my father-in-law died.
He had spent $3,000 on an estate plan to keep his family from having to deal with the probate court after his death, and specifically to keep us from having to deal with his ex-wife.
So, you can imagine how confusing it was when, after he died, we were left dealing with the probate court and his ex-wife.
I thought for sure his lawyer must have committed malpractice.
Turns out, it was common practice.
And, as crazy as this may seem, more than twenty years later, there are STILL assets of my father-in-law stuck in Florida’s Department of Unclaimed Property.
I've spent the last 20 years of my career fixing what's broken in the estate planning industry, teaching lawyers how to do it right, and now I've got support for you.
Create Your Own Personal Resource Map™ to empower your family with the guidance that really matters.
Give your family the clarity they deserve.
Now it's your turn to empower your family with the guidance they need and the plan that reflects your values. Don't lose another day without preparing for the unexpected.