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4 Week Estate Plan Peer-Facilitated Training

Getting Started with End-of-Life Advance Planning Training

We can’t prevent death or disasters, but we can make ourselves more resilient to their impacts.

We help you and your family bring order to chaos. We join our peers to navigate the stories of life and build with our similarities to get everything important organized once & for all.

We also know that people often feel isolated, disconnected, under-valued and under-resourced as they venture into the estate planning space. We host intimate virtual peer support groups of 6-8 individuals across the global. Members are matched to a group based on planning stage – so you may be surrounded by other individuals who are facing the same challenges and experiencing the same successes as you. Groups meet weekly (90mins for 4 weeks), are facilitated by a Exit Bliss expert and focus on support, resource sharing, and accountability. Should you want more privacy, we offer 1:1 programming as well.

We offer the opportunity to also create a roadmap with your facilitator so that you can be actively working on your end of life plans as we monitor your progress and help navigate you at key milestones.

Groups are available for individuals across the estate spectrum – from few assets, no dependents, blended families, new couples to co-parenting relationships, we have a group that fits your needs!

Week 1 - No Other Options

Lays the foundation for mental preparation, organization and a plan to keep you on track

Week 2 - Put Your Loved Ones in Good Hands

Ensure your responsibilities are transferred with ease and less burden

Week 3 - Head-to-Toe Energy Flow

Medical directives related to your healthcare you’ll need to provide for your loved ones

Week 4 - Legalize the Dough

Pre-planning dissolution of your estate through reducing legal cost & financial loss

Planning a blissful exit course

Mind Your Business- Avoid conflicts related to business interests in case of sudden death or incapacitation

Ashes-to-Ashes

Plan a Party to Die For- Become the Peacemaker in the time of chaos by initially scoping funeral related activities

What you’ll learn

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Learn what a Digital Estate is and why it is so powerful for delivering even the most complex estate plan
Feel confident in making your final decisions known
Explain what estate documents are essential to complete now
Understand techniques to deliver your estate plan to the ones you love
Complete the 3 key documents of your life
Learn how to set a family agenda to share your final wishes
Consolidate all financial and medical information to put your loved ones at ease
Collect inventory of assets & other valuables
Understand how to transfer your caregiver responsibilities
Ensure your estate plans get updated often

The Value You Get

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We care about you, your preferences, and your family. We help you plan the best for yourself and give you a way to speak when you can’t.

We are on a mission to help after you leave and safeguard the legacy continuum with integrity that fulfills your wishes. This way we contribute and pay back to y/our community. Join this noble cause!

So we are striving to give you enough flexibility to make choices and choose between the Low Tech OR High-Tech version. You Can Choose!

Requirements

There are no pre-requisites for this course. We explain everything from the ground up

Description

We are on a mission to help after you leave and safeguard the legacy continuum with integrity that fulfills your wishes. We help you and your family bring order to chaos.

We also know that people often feel isolated, disconnected, under-valued, and under-resourced as they venture into the estate planning space. We host intimate virtual peer support groups of 7-8 individuals across the globe.

Groups meet (90mins X 4 wks) facilitated by an ExitBliss Coach and focus on support, resource sharing, and accountability.

Three reasons to TAKE THIS COURSE right now!

The unique reasons for taking this course are:

  1. Simple, Concise, Contextual Overview of  Estate Planning- You will be confident that you have learned what is necessary at a minimum as required by law because we only teach accurately from the rule-book of Death Laws.
  2. Confidence in completing your estate documents – We teach you everything you need to gain confidence in filling out the necessary paperwork and then guide you on how to get them notarized online without going into a law firm or spending $1000’s. 
  3. You get to join your peers to navigate the stories of life and build on our similarities to get everything important organized once & for all. And you can ask me questions and see me respond to every single one of them thoughtfully!

Who this course is for:

Anyone who wants a complete overview of Estate Planning in the certainty that they are getting the facts
A head-of-household that wants to prepare for life transitions
Individuals without children who want to understand what to do with their assets
Separated parents that need to put guardianship plans in place in case one parent passing away
An individual who started but never finished their estate plan and wants a concise, quick refresher

Peer Groups

An intimate group of peers that want a sense of community and space to discuss, take action, and celebrate success with each other

Do-it-With-Me

A person who is more “private” is said to be more intuitive, thoughtful and introspective. Wants 1:1 support or would rather have the tools to DIY

Exitbliss Toolkits Help You in Following Way

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exitbliss-toolkit-helps
Get started with what matters the most
Reference your document repository
Choose your Representative to speak for you
Post-death roadmap and execution planning
Improve resolution and avoid conflicts
Put your thoughts on paper to pen your legacy
Equitable networking opportunities
Make most of your decisions while you’re alive
Get your wishes honored
Safeguard important estate planning contents

RETREATS

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Caregivers Peer-Group Estate Planning Program
$ 300
  • Choose Guardians to care for your dependents
  • Create a legacy for your dependents to flourish
  • Notarize estate paperwork to secure their safety
  • Grief and end-of-life support to ease the reality
  • 15+ Checklist, worksheets & digital tools options
  • 90-Day Game Plan to complete outstanding items
Adults w/o Dependents Peer-Group Estate Program
$ 300
  • Scope your estate plan to build upon the DIY Baseline Plan
  • Socialize your estate plans with those you trust
  • Understanding who & where to transfer assets
  • Family Communication Strategies
  • 15+ Checklist, worksheets & digital tools options
  • 90-Day Game Plan to complete outstanding items
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