Free Online Course:

Choose a Guardian for your Children

 
 

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.

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