Close
No one likes to think about — much less plan for — their own death. The Ultimate LEGACY takes death out of the closet, puts you in control of your realities, and saves grieving loved ones from dealing with burial arrangements, legal matters, determining who to notify, and miscellaneous paperwork. Many tasks can be costly when research and legal services are required and are much more easily dealt with when everything can be researched, reviewed, and discussed. This course also acts an an organizer to keep track of life insurance, pension, IRA, and other benefits, information on wills, and probate, assets and liabilities, month-to-month management of finances, and more.
6 weeks
Professional
13 lessons
Waitlist
No one likes to think about — much less plan for — their own death. The Ultimate LEGACY takes death out of the closet, puts you in control of your realities, and saves grieving loved ones from dealing with burial arrangements, legal matters, determining who to notify, and miscellaneous paperwork. Many tasks can be costly when research and legal services are required and are much more easily dealt with when everything can be researched, reviewed, and discussed. This course also acts an an organizer to keep track of life insurance, pension, IRA, and other benefits, information on wills, and probate, assets and liabilities, month-to-month management of finances, and more.
Phase 1 – Getting Started with Creating Your Legacy
Phase 2 – Gathering Important Documents
Phase 3 – Understanding Your Life & Wishes by Loved Ones
Phase 4 – Household Information Documentation
Phase 5 – Strategic Decision Making
Phase 6 – Life Insurance & What You Need
Phase 7 – Personal Finance & Assets Documented and Explained
Phase 8 – Estate Planning Documentation
Phase 9 – Legal Docs Needed
Phase 10 – Funeral Preferences & Planning
Phase 11 – Individual & Family Bios Documented
Phase 12 – Individual Letters & Communication to Loved Ones
Phase 13 – Final Thoughts Documentation
Marlon Grigsby
