Free Online Course:

Choose a Guardian for your Children

 
JOIN FOR FREE HERE
 

This short and sharp mini-masterclass will help you move from uncertainty to “DONE” when it comes to choosing a Guardian for your Children in your Wills.

FIVE topics, in just 25 minutes:

Topic 1- How the law works, & the key to getting it done
Topic 2- Top tips to help you make the decision
Topic 3- Money Matters, & how it works
Topic 4- Communicating with your Guardian (now & later)
Topic 5- Next steps in Estate Planning

In this free online course, you will learn:

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How to move past indecision or conflict

I share 9 of my top tips that I share with my clients, and I have never had a client or couple not be able to move forward after learning them.

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How the money management will work

And two of the most popular gifting strategies for you to consider in your Will

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How to raise the topic with your chosen Guardian

And how much information to give them about your circumstances and choices.

Sign me up!

What resources are included?

  1. Five videos, with a total time of 25 minutes;

  2. Three x downloadable worksheets;

  3. Two x email templates;

  4. Copies of all slide;

  5. Links to other great Head and Heart Estate Planning resources; and

  6. Stay up to date with future offers.

What topics are covered?

  1. Lesson 1- The Legal Framework and tips to stay accountable to the process;

  2. Lesson 2- My 9 Top Tips to help you make the best decision for your family;

  3. Lesson 3- Money Matters, how it will be managed and how it can be accessed;

  4. Lesson 4- Communicating with your Guardian (now and after death);

  5. Lesson 5- Next Steps