It’s time to stop letting your estate planning slip to the bottom of the to-do list, smash it out and protect your kids and everything you have worked hard for.
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Truth bomb:
you’re not too young for an estate plan!
You’re obsessed with your family and can’t believe how lucky you are to have them!
So thinking about not being here for them one day is upsetting, so it slides to the back of your mind and into the “too hard” basket.
But secretly, you’re terrified that if something horrible happened tomorrow they wouldn’t be ok, and you could have done more to protect them.
You know setting everything up so they’re in safe hands is urgent, but you’re already swimming admin soup and can’t seem to make it a priority.
Know this; the only way to know for sure that your family is protected is to take action, and it can even be easy!
Hey mums, can you relate?
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Estate planning feels scary
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You know it’s important, but it just doesn’t seem urgent
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You’ve looked into it before, but man! It looks hard! #overwhelm #allthethings
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Finding time to sit down with your other half feels impossible
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You have the house and car protected, but your family is still at risk
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You know a two-page will isn’t the answer, but a lawyer seems like over-kill
‘‘What If I Told You..”
- You can work with an expert lawyer, for a fraction of the cost of their 1:1 service
- You don’t need to wait until you have the time together. Over half of the time it takes to complete your estate plan can be done on the go on an app on your phone; driving, walking, doing jobs
- You can sleep easy knowing you’ve done everything possible to create a loving and financially certain future for your partner and kids, even if you wish you had more to leave them, you just need to make sure it’s in safe hands.
Hey, I’m Lucy!
I am an expert estate planning lawyer, and the founder of law firm Head and Heart Estate Planning.
Despite being a lawyer, when I had my first son my draft will sat in my work drawer unsigned until I went on maternity leave with my second daughter! To this day I don’t know the reason why I didn’t just pick it up and sign it one lunch break.
But you know what, the reason I thought I had more time doesn’t matter. What matters is that one day I just did it!
And that’s a decision you need to make for yourself too. Short of waiting for a family emergency, accident, or tragic illness, no other life event is going to force you to get your estate planning in place.
What I have observed working with hundreds of clients, and asking them my favourite question (why now?) is that it’s just something that clicks in place once day and you won’t sleep easy again until it’s done.
And then? How wonderful it feels knowing that everyone is as well looked after and taken care of by you in your death, as they are in your life!
Having lost my own Mum when I was only 22, and experiencing grief and loss so personally, I know too well that this is the time when your family needs love between each other, and financial security the most.
The best bit is that I’ve packaged this entire process into a 1:1 course / service hybrid model.
And now, I’m sharing the exact blueprint with you!
Introducing:
Future Proof Your Family!
Future-Proof your Family helps time-poor mums smash out an adjustable, legally valid estate plan (without information overload or expensive legal fees) so they can tick it off their "to-do” list, and sleep easy knowing that their family’s future is loving and financially secure.
Future Proof Your Family is the only course that combines and includes:
- first-hand experience (personal and professional) that isn’t google-able
- expert level cover that makes me proud as both a mum and a lawyer (I literally have the same documents in place)
- video content and lessons that you can watch on the go
- one-on-one legal meeting with me
- tailored legal advice, so you simply can’t make a mistake
- bespoke legal documents and strategies, unlike stock standard online wills that don’t take into account your circumstances and family dynamics
- flexibility: smash it out in one day or 10 minutes a day on the go (the video content)
- accountability and support to get it done!
Future Proof Your Family is the only course that combines:
- Video content and lessons with a meeting with a lawyer ( for tailored legal advice so that you simply can’t make mistakes)
- Highly bespoke legal documents and strategies (unrestricted by the automation rules of online wills and will kits)
- Flexible and self-paced delivery (literally, smash the content out in a day or chip away 10 minutes per day).
What's Included In The Course...
Topic 1: About you and your circumstances
We learn the most important things we need to know; all about YOU! So that we can make sure the estate plan we create together is perfect for your circumstances, assets, and family.
Topic 2: Your Will
You always knew a Will would be the star of your estate plan, but in this topic you will learn how we can make it the most strong and protective, but flexible document possible!
Topic 3: Enduring Power of Attorney
The real reason we say estate planning is so much more than a Will, who will make financial, personal, and medical decisions for you if you are alive and can't for yourself.
Topic 4: Letter of Wishes
We want to help you untangled the thoughts in your head, and dump the mental load. Having helped thousands of families before, we know what the most common information you want to pass on is.
One on One meeting
One-On-One document review meeting with our lawyers.
Topic 5: Document signing and next steps
How to sign your documents with due legal process and any further steps required
Topic 6: Ongoing Maintenance
Tools and processes to ensure your estate plan stays relevant to your life situation
Plus! You’ll Get:
- Template emails for you to copy and paste to keep your executors, attorneys, and guardians up to speed with your plans and everything they need to know
- Bonus lesson for business owners, about what happens to your business when you die, so you can decide if extra legal protection is needed
- Bonus lesson for clients who have a family trust about the four main succession planning options so you can decide if extra legal protection is needed
- Videos showing you exactly how to sign, and documents checked for you
- Accountability, once you become a client we will help you get it done ๐
Let's talk value...
- The same documents, working with me in a full 1:1 service model cost $3,800. That’s right, the same legal documents, just different delivery!
- The cost of doing nothing (dying without a will) can and has cost clients in the past tens of thousands of dollars to fix (if the consequences can be fixed at all).
- The potential tax benefits of using a testamentary trust will would pay for the cost of the course in the first year alone!
- In addition to the legal content, the bonus lessons
- Every client has one 1:1 meeting with lawyer, Lucy Percy
Is this course right for me?
- You’re an absolute beginner and have no idea where to start
- You love your kids, but don’t know legal things and don’t want to DIY
- You have a busy life and need to work on this when it suits you
- You own a house, and have worked hard for assets that are worth protecting
What State do I need to live in to join the course?
I canโt afford this, do you offer a payment plan?
I have property in multiple States, is this ok?
We have a family trust, is this ok?
I donโt have children, is the course a suitable for me?
How long does the course take?
How long do we have access to the course?
What are the terms and conditions of purchase?
Have you asked yourself ...
- Don’t you owe this to yourself and your family?
- Wouldn’t you make your investment back in the first year after death having your inheritance managed in a testamentary trust, by safe hands?
- What is the true cost if you do nothing?
- Don’t you want certainty? If you use a will kit, an online solution or a general lawyer, will you really feel confident that the plan is going to work when you need it to and protect the people you want it to?
- Where will you be in a year if you don’t do take care of this now?
- What sort of emergency, accident, or illness are you waiting for to convince you it is urgent and important?
- What happens if you don’t get a chance to do it at all?