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Peer-Facilitated Training

Exitbliss Trainings Helps You in the Following Ways

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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

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.

ExitBliss helps you and your family bring order to chaos. We join with our peers to navigate the stories of life, your stories, 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. At ExitBliss, we host intimate virtual peer support groups of 8-15 individuals across the globe.

Members will self-select on their group preferences – so they may be surrounded by others facing the similar challenges and experiencing the same successes as you.

Every other month, our program groups will meet weekly for 90 minutes during a 4-week period, are facilitated by an ExitBliss expert, and focus on support, resource sharing, and accountability. 

You’ll earn points to use for other ExitBliss products/services with each purchase of a workshop, retreat, or 4-week program.

Should you want more privacy, we offer 1:1 programming as well.

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

In the ExitBliss programs, groups will be made available for individuals with corresponding identifications across the estate spectrum. You can have few assets, no dependents, blended families, or new couples to co-parenting relationships: we have a group that fits your needs!

4-WK BLISSFUL EXIT PROGRAM

Get your baseline estate plan & a certificate of completion

Accountability coaching & partnership introductions

1-year Exitbliss member subscription, 3 months free to try password dashboard, a plethora of resources & partners.

3-HOUR WORKSHOPS OR 1 DAY RETREATS

Attend a retreat or workshop for a Life or Death transition. Map out the plan and get it etched in stone!

1:1 SUPPORT & COACHING

Schedule your coaching session. Our ExitBliss coaches will help get you acquainted with the tools & get all your questions answered.

EXITBLISS 1-YEAR MEMBERSHIP

Get a membership to become apart of something better, bigger & out of this world!

A BUSSINESS SUCCESSION WITH BLISS

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

PLAN A PARTAE TO DIE FOR

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
Understand 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!

4-Week Program Requirements

There are no pre-requisites for this course; we will explain everything from the ground up

4-WEEK BLISSFUL EXIT PROGRAM: Foundational Estate Plan

We help you with transformation, enhancing your strength of will and inner worth. We help you and your family bring order to chaos.”

ExitBliss offers the opportunity to create an overview, so that you can confidently decide on your end-of-life choices, while we gently guide your progress and help you implement important milestones.

Let’s give you one reason to TAKE THIS COURSE right now!

Simple, concise, contextual overview of  Estate Planning – You will be confident that you have learned and understood exactly what is necessary at a minimum, as required by law in your state, because we only teach accurately from the rule book of Death Laws.

OUTCOME: BUILD A ROBUST ESTATE WITH A 90-DAY ACTION PLAN! 

Who this program is designed for:

Anyone who wants a complete overview of Estate Planning and certainty that they are getting the facts
Individuals without children who want to understand and choose what to do with their assets
A head-of-household who wants to prepare for life transitions in a considerate manner

4-WEEK BUSINESS EXIT STRATEGIES PROGRAM: Create a Portable Succession Plan

A lack of generational wealth depletes our community. Aventurine aligns conditions so “Opportunity” becomes the inevitable success.” 

We reshape stories to impact mental wealth by creating your business succession plan, an essential part of all business. The ExitBliss business coaches will highlight the assessments and scorecards to get your transition plans created and shared. We show you how to monitor your progress.

The reasons an entrepreneur should TAKE THIS COURSE:

Roadmap to Business Succession Planning – You will have acquired concrete levels of comprehension for minimum necessities to make arrangements early, engage a future smooth transition at ownership and management levels, and minimize any negative effects of departures on the company.

OUTCOME: BUILD A FOUNDATIONAL BUSINESS SUCCESSION PLAN WITH A 6-MONTH ACTION PLAN

Who should attend this program:

Anyone who wants a complete overview of Business Succession Planning with ascertainable facts and figures
Family-owned businesses with/without children who want to understand asset transfer
A small business owner who wants to prepare for life & business transitions

BLISSFUL PROGRAMS & WORKSHOPS

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Half-Day Workshop Design a flawless obituary
$ 125
  • Design an obituary everyone will remember by knowing what to include and choosing the photo you want
  • Learn essential elements to include
  • Ensure there are no typos or grammatical errors
  • Save your loved ones time looking for pertainent details
  • Source cool Obituary & Program Designs
  • Obituary Writing Checklist
Half-Day Workshop AnnualLiving Refreshed
$ 125
  • “Have you considered The Five D’s: Death, Disability, Disaster, Divorce, Disagreement“
  • 5-Step Annual Estate Refresh Checklist
  • Workplan for Future Life Changes
  • Documented Transitions: Wins
  • Source resources to get unstuck
  • Update, Finalize & Notorize Paperwork

Peer-Group Estate Planning Program
$ 300
  • Scope your estate plan to build upon the DIY Baseline Plan
  • Build your Legacy Team
  • Understanding How to Transfer Assets
  • Family Communication Strategies
  • 15+ Checklist, worksheets & digital tools options
  • 90-Day Game Plan to complete outstanding items
Business Owners Succession Exit Strategy Program
$ 300
  • Mind Your Business- Avoid conflicts related to business interests in case of sudden death or incapacitation
  • 10-Step Organization Exit Checklist
  • Diminish a Conflict of Interest
  • Family business seccession planning
  • Mediation coaching for business conflcts
  • Business Scorecards & Assessments

Kunzite

Workshop: Living Refreshed

Annually review your estate work plan to stay current and level-set expectations with a new lens

Tourmaline

Workshop: Flawless Obituary

Design an obituary everyone will remember by knowing what to include and choosing the photo you want

Workshop Requirements

Willingness to learn and put in the work to hit the ground running

Half-Day workshop – Flawless Obituary 

“Do you really want your family to use your passport photo on the cover of your obituary?

Truly, the obituary is a life story that announces the passing of a community member. It provides mourners and friends with information regarding the funeral and how to pay their respects to both the deceased and surviving loved ones.

When writing an obituary you create a life story that will be read in the newspapers and on the internet, far into the future. It will be read by family members, loved ones, friends, acquaintances, and many others
who are simply interested in reading about neighbors and members of the community who have passed away.

Why you can TAKE THIS COURSE right now!

It will provide a checklist with obituary essential information that will express to your loved ones how they can turn it into a keepsake to invoke fond memories and publicly declare that the deceased had a real impact on the world.

Who this course is for:

Anyone who refuses to follow suit & wants to design their own AWEsome obituary!
Anyone who desires a complete overview of what to include in an obituary

Half-Day Workshop – Living Refreshed

“Consider The Five Ds: Death, Disability, Disaster, Divorce, and Disagreement.

With ExitBliss you will annually review your estate work plan to stay current and level-set expectations with a new lens.

Nothing is worse than having done all the required estate planning, and then allowing it get to become dated and stale. As life changes, so does your estate plan. Let’s undergo a validation check on what needs to be updated and keep your transition plans current and shared.

Reasons to TAKE THIS COURSE right now:

Everything should be audited once a year to see what and if any changes are required. You’ll be surprised by how many times we transition during a year and put our estates at more risk than necessary. Let’s stop the procrastination and negligence.

Take this course if you are:

Someone who is tired of viewing ugly obituary photos & refuses to end up in the same boat
Someone who wants a roadmap of obituary dos and don’ts

Half-Day Workshop Design a flawless obituary
$ 125
  • Design an obituary everyone will remember by knowing what to include and choosing the photo you want
  • Learn essential elements to include
  • Ensure there are no typos or grammatical errors
  • Save your loved ones time looking for pertainent details
  • Source cool Obituary & Program Designs
  • Obituary Writing Checklist
Half-Day Workshop AnnualLiving Refreshed
$ 125
  • “Have you considered The Five D’s: Death, Disability, Disaster, Divorce, Disagreement“
  • 5-Step Annual Estate Refresh Checklist
  • Workplan for Future Life Changes
  • Documented Transitions: Wins
  • Source resources to get unstuck
  • Update, Finalize & Notorize Paperwork

Peer-Group Estate Planning Program
$ 300
  • Scope your estate plan to build upon the DIY Baseline Plan
  • Build your Legacy Team
  • Understanding How to Transfer Assets
  • Family Communication Strategies
  • 15+ Checklist, worksheets & digital tools options
  • 90-Day Game Plan to complete outstanding items
Business Owners Succession Exit Strategy Program
$ 300
  • Mind Your Business- Avoid conflicts related to business interests in case of sudden death or incapacitation
  • 10-Step Organization Exit Checklist
  • Diminish a Conflict of Interest
  • Family business seccession planning
  • Mediation coaching for business conflcts
  • Business Scorecards & Assessments

One-Day Retreat Requirements

Willingness to learn and put in the work to hit the ground running

1-Day Retreat – The Day Your Life Depends on Others

When you are taking your last breath … who will BE your voice? Your Executor will need access to your pertinent documents, a level head, and a crisis plan to guide them to ensure your life and the estate is dissolve in compliance with laws.

Executors learn how to take charge by activating the crisis plan according to loved ones’ wishes. 

2-3Xs a year we host an intimate group of individuals to create a work plan that will keep their estate planning processes organized.  

One reason to TAKE THIS COURSE right now!

  1. Without the right paperwork in place, your Executor will end up spending unnecessary money in court, when they could be grieving and helping others move on after your loss.

Who this course is for:

Anyone who wants a complete overview of Funeral Planning and certainty that they are getting the facts
A head-of-household that wants to prepare for life transitions

Peer Groups

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

Do-It-With-Me (DIWM)

People who are more private, are said to be more intuitive, thoughtful, and subjective. They want 1:1 support or would rather have the tools to DIY

1-Day Retreat – Plan a Partae to Die for

We are on a mission to help after you understand all of the options & costs associated with planning your memorial & going home celebration.”  Do you really want your family to pick your funeral outfit? How will your body be disposed of & what will it cost?

Motivated individuals take charge of their choices by conducting pre-planning activities to have that last party they’ll attend spiritually. 

8Xs a year we host an intimate group of individuals to create a work plan that will keep them organized when the grim reaper arrives and refuses to leave without a sacrifice.  

One reason to TAKE THIS COURSE right now?!

It costs money to bury the dead, that’s reality. And also the reason why we recommend to have the proper plan in place, to avoid the difficulties of having to ask someone for burial money. Instead, grant your loved ones the time to grieve, not focus on setting-up online campaigns. That would stall their process of letting go, and also the remains of the person being put to rest.

Who this course is for:

Anyone who wants a complete overview of Funeral Planning and certainty that they are getting the facts
A Head-of-Household that wants to prepare for life transitions
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