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Heirs Property Probate Readiness Training Webinars/Retreats 

FREE 30-minute Consultation

We will take 30 minutes to share information regarding our services and answer any initial questions you may have.

To take your FREE Heir's Property Probate Readiness Assessment
Educator * Facilitator * Empower * Wealth Builders
Heirs Property Probate Readines Program

Training Objectives: To provide your family with the information needed to write an heirs property report with a checklist that will help your family identify, create, obtain and organize the heir's property documents and information your probate attorney will need for probate court.  

Disclaimer: Your state and attorney may require additional documents and information

What You Get: When you take the Heirs Property Plan & Report webinar/retreat/workshop, you will receive:

  • Assigned A Certified Wealth Educator

  • 5 One-on-One Hours with TWO Certifed Wealth Educator ($1,000.00)

  • The Heirs Property Plan & Report Template (15 Tasks Sections)

  • The Heirs Property Plan & Report Checklist (20+)

  • The Legacy Letter Template

  • The Meeting Agenda & Minutes Template

FAMILY WEBINAR PRICES

$500.00/family up to four (4)

Add $50.00 for each additional person

Violet Stars

2021 Essential

Heirs Property Probate Readiness Templates

Form 1 Cover Page Report.png

$95.00

(Value $500.00)

Form 2 Cover Page Checklist.png
Form 4 Cover Page Legacy Letter.png
Form 5 Cover Page Agenda Minutes.png