PROTECT YOUR LOVED ONES AND PLAN YOUR ESTATE

This comprehensive estate planning preparation package includes:

1. A review of all financial, real, business and personal assets that should be included in your estate plan;
2. An overview of all wishes you would like to have executed when you are unable to execute them on your own; and
3. An outline of all people and entities who will be involved in the estate plan (this is like building a family tree for the business of sorts) plus all assets, power of attorney needs, and succession / inheritance wishes.

This is accomplished via the following:

1. Initial consultation to discuss all elements of the estate plan;
2. Follow-up consultations to review decisions and assess outcomes; and
3. Thorough review of the documents needed to complete the estate plan with your attorney.

Items you will receive:

1. Workshop:  Access to the Estate Planning Workshop with Dr Lynn Richardson and Attorney Deadra Woods Stokes.  This 90 minute Q&A is designed to answer all of your legal and practical questions; 

2. Book: Estate Planning Made Simple: This workbook includes fillable documents so you can better understand the decisions you will make throughout the estate planning process; and

3. Book: Trademark W.E.A.L.T.H.: This workbook includes space to outline all of your trademarks, trade secrets, and copyrights that should be included in your estate plan. 

This package is not included in any of the membership plans.

No Refunds.