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Done and Documented: Completing Your Beyond the Estate Plan Guide

  • 65Steps
The front cover of the Beyond the Estate Plan Guide


Welcome to the Done and Documented Course! You've got your hands on the Beyond the Estate Plan Guide – excellent choice! But, let's be real, that guide won't fill itself out (if only, right?). That's where this course comes in – to make the process as painless and maybe one that will ease your stress level and put a smile on your face. In this self-paced journey, we'll unravel the mysteries behind each form, understanding why they matter and where to find those elusive details. Think of it like solving a mystery, but without the magnifying glass and with a touch of practicality. Storing and sharing documents might sound about as exciting as watching paint dry, but fear not! I'll sprinkle in tips and tricks to make it as straightforward as possible. And let's talk forms – no need for a paper blizzard. Choose the ones that fit your story like a glove, and, whenever possible, we will find shortcuts in tools you already own. I like keeping things as streamlined and simple as possible and I bet you do too. Sound good? So, get ready for a journey of discovery, and the satisfaction of knowing your loved ones won't be left scratching their heads when life throws a curveball. The Beyond the Estate Plan Done and Documented Course: where we navigate paperwork, fill out those forms and put them where you family will have them when they need them. Are you ready? Let's get started!

You can also join this program via the mobile app. Go to the app





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