Course curriculum

    1. Setting Your Finish Line

    2. Surprising Facts About Disability in the US

    3. The Problem with an Aging Brain

    1. VIDEO: How to Die Right as a Real Estate Investor (4 hours)

    2. The Person Left Behind Test

    3. Map your REAL Portfolio

    4. I Am Alive But Cannot Run My Business

    5. If I Die Tonight What Happens to Everything

    6. My 30-Day Survival List

    7. You Are Gone - Now What? - Monday Morning

    8. Build Your 30-Day Action Plan

    1. WARNING! Do Not Accidentally Destroy the Wealth You Are Trying to Transfer

    2. Advisor Checklist - How to Select an Advisor for Your Team

    3. Dear Honey Letter Instuctions and Sample

    1. Checklist of Documents to Store and Share

    2. Inventory and Asset Organizer Tools

    3. Before You Die Tech Checklist

    1. Simple Estate Snapshot: Fast Clarity for What Matters Most

    2. Everything in One Place: The Detailed Estate Snapshot

    1. What to Do When Someone Dies

    2. Final Checklist for Those You Care About

    3. An Obituary is the Story of a Life, Not a Death

    4. How to Involve Your Children in Your Financial Affairs

    5. Final Review and Celebration

About this course

  • Free
  • 24 lessons
  • 4 hours of video content

Discover your potential, starting today

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