Advance Planning Course
Plan ahead—without the overwhelm. A step-by-step course to help you (or your loved one) get affairs in order, make decisions with clarity, and leave behind peace of mind—not chaos.
When someone passes away, their loved ones are often left guessing
Most families don’t have a clear plan—and when the time comes, it can leave people scrambling through paperwork, unsure who to call, or how to honor your wishes.
Planning ahead isn’t morbid—it’s a profound act of care. But it’s easy to get stuck wondering:
Where do I even start? What do I actually need to do? How do I make sure it’s all done right?
That’s exactly what this course is here to solve.
A plan built for you
The Advance Planning Course breaks a complicated process into clear, doable steps—so you can move forward without overwhelm.
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Understand what matters most and what to gather first.
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Use guided templates, checklists, and scripts to make decisions and document your wishes.
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Create an organized plan your loved ones can rely on—ready for whenever it’s needed.
What happens when you don’t plan ahead
Most people intend to “get to it someday.” But when a death happens without a clear plan, the fallout can last for months—or even years.
Here’s what that can look like:
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It can take 6 months to 2 years to settle an estate even with proper organization and planning. Without it? It’s an absolute nightmare. Families often spend hundreds of hours untangling paperwork, accounts, and logistics.
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Hiring lawyers, notaries, or professional organizers to track missing documents can cost thousands of dollars.
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Without clear instructions, even close families can disagree about what someone “would have wanted.”
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Instead of time to grieve, loved ones are left managing logistics and making hard decisions on the fly.
You can’t remove all the difficulty—but you can remove so much of the chaos.
The Advance Planning Course gives you the clarity, structure, and support to protect your people—and yourself—before it’s urgent.
Start planning today.
Everything you need to plan with clarity and confidence
✔ A four-part roadmap: Break the process into manageable steps
✔ Google Sheets Tracker: Keep every document, contact, and password in one place
✔ Scripts, checklists & prompts: Make essential conversations easier
✔ After Death Toolkit included: A complete companion for when the time comes
✔ Printable PDF: Your full course to keep for life
Plan ahead, simply and calmly
This self-paced course walks you through the practical and emotional sides of getting your affairs in order—without legal jargon or overwhelm.
You’ll get the clarity, structure, and reassurance to make thoughtful choices now, so your loved ones don’t have to make them later.
You’ll learn how to:
Organize essential documents, accounts, and contacts in one place
Make clear legal, medical, and financial decisions
Communicate your wishes confidently
Reduce stress and uncertainty for your family
Who this is for
This course was designed for anyone who wants to make life easier—for themselves and the people they love.
✅ Newly married or partnered couples who want to protect each other and their assets
✅ Parents who want to make sure their kids and caregivers have clear guidance
✅ Adult children helping aging parents get organized
✅ Queer families and non-traditional households who need plans that reflect their real lives—not outdated legal defaults
✅ People who’ve experienced a loss and don’t want to leave the same burden behind
✅ Professionals—like death doulas, therapists, or eldercare workers—supporting others through this process
When’s the right time to start?
It’s never too early to plan ahead.
→ When you’ve just gotten married, moved in with a partner, or started building a family
→ When you’ve welcomed a child—or are preparing to
→ When you’re caring for aging parents, chosen family, or community members
→ When you’ve purchased a home, started a business, or combined finances
→ After experiencing a loss and realizing how much gets left undone
→ Simply when you want peace of mind knowing everything’s in order
Helping a parent or elder get their affairs in order?
Use this course together.
Want a preview?
Download the free syllabus to see what’s inside before you commit.
Let’s talk
Have questions? Need personalized support? Want to chat? Schedule a free 30-minute call to explore how we can support you.