Your Estate Plan Isn't Finished Until It Works.
A proven system to make your estate plan work when your family needs it most.
Your Estate Plan Isn't Finished Until It Works.
A proven system from a probate attorney to make sure your estate plan will work when your family needs it most.
You can do all the right things. You can pay an attorney, sign the documents, spend good money and still leave your family with confusion, court involvement, unnecessary legal fees, and assets going to the wrong people.
As a probate attorney, I've seen it happen. It's not because you don't care and it's not because you hired the wrong attorney.
A mess happens because no one is showing you how to make your estate plan work.
That's what this Workshop does, walks you through completing - and implementing - your estate plan correctly.
On your schedule and at your pace, I'll show you the implementation system I've developed after more than 15 years helping families through probate.
You'll learn the exact steps that turn a stack of legal documents into a coordinated, organized estate plan that will actually have the results your family needs.
When you finish, you won't be hoping everything is okay.
You'll know.
Start Today
Save your family thousands in legal fees, stress, and mistakes.
One Payment of $749
The Problem Isn't The Documents, It's Making Them Work.
Most people believe that once they've signed a will or trust, they're finished. Unfortunately, that's where many problems begin. I've helped families whose documents were professionally drafted, yet they still experienced:
🔶 Frozen accounts.
🔶 Assets going to the wrong people.
🔶 Court delays.
🔶 Family conflict.
🔶 Thousands of dollars in avoidable legal fees and taxes.
Not because the documents were wrong. Because the implementation was incomplete. Estate planning isn't just about creating documents. It's about making every part of your plan work together.
That's the part that's not explained.
Most Estate Plans Depend on Hope.
Think about the questions people quietly carry around after signing their documents:
I hope my attorney covered everything.
I hope my family doesn't go through probate.
I hope nothing important falls through the cracks.
Hope isn't a strategy. This Workshop replaces hope with a clear implementation system so you can stop wondering whether your estate plan will work and start knowing it will.
Estate planning results often rely on luck and guesswork.
But you shouldn't have to.
This Workshop Fills the Gap.
A good attorney creates the legal strategy. This Workshop helps you implement it.
You'll learn how to coordinate your documents, your assets, your beneficiaries, and your system so everything works together the way you intended. You'll know how to find a good attorney who can create a solid strategy and you'll be able to work effectively with them throughout the process.
Instead of wondering... "Did I miss something?" you'll have a clear understanding of what needs to happen before, during, and after the attorney meeting.
This is For You If:
🔶 You already have legal documents — but you're not confident they'll work the way they need to.
🔶 You know you need to do this — but every time you research it, you get overwhelmed and put it off.
🔶 You haven't started yet — and you want this done correctly, without wasting time or money.
"This course was a great way to organize the steps needed. It provided a no-nonsense pragmatic explanation of what needed to be done, how to do it, and where to find resources."
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Susan A. from Minnesota
Imagine Replacing Confusion with Clarity.
Right now, you're left to rely on assumptions.
After the Workshop, you'll know:
🔶 How your assets transfer.
🔶 How your documents work together.
🔶 What you need to do outside of your attorney meeting.
🔶 That nothing important has been overlooked.
You'll be able to honestly say:
"My estate plan finally makes sense. I know it's organized. I know my family can find everything. And I know it will work."
Not just more information, but transformation.
What You'll Walk Away With:
No more meaningless paperwork. No more confusion. No more “I should really get around to this.”
You'll walk away knowing your plan is complete, organized, and will actually work when your family needs it.
Every session is clear, practical, and gives you an actionable step you can do immediately. No legal jargon. No fuss. No wasting time gathering bits of information here and there. Just what you need to get this done.
This is the clear, step by step, process you need to get this done correctly.
✅ After Session 1: You'll understand how legal documents interact and when probate happens.
✅ After Session 5: You'll have a solid estate plan in place.
✅ After Session 6: You'll know what to do after the attorney meeting — with confidence.
✅ After Completing the Course: You'll be able to look at your estate plan and say, “Now it all makes sense. I know it's ready. AND I know it will actually work.”
✅ Worry-Free Enrollment
You have 7 days to make sure this Workshop is right for you. If it's not what you need, you get your money back. No stress, no pressure.
[Review the policy here].
A Confidence Check:
Ask yourself these questions:
Do I know each of my assets will transfer where they should?
Do I know how my last expenses will be addressed?
Do I know whether my family will need to go through the court system to access resources?
Do I know whether my family will have things easy or be overwhelmed?
If any of those questions create uncertainty, this Workshop was designed for you.
Why learn from me?
For over 15 years, I've worked with families through the hardest days of their lives. Good people. Loving families. Thoughtful planners.
And yet… the estate plans failed.
But I also saw lots of families whose transitions were remarkably easy. Plans that worked. The common factor wasn't wealth or complexity - or lack of it.
It was understanding. Understanding what their plan meant and understanding what they needed to do to implement it.
I built this Workshop to fill the gap. It's the exact steps I wish every everyone did before a crisis hits. The Workshop gives you the same advantage.
So now I only have one question for you: Are you ready to get it right?
What is This Worth?
This Workshop costs $749.
Compare that with what families often pay when plans don't work as intended:
🚨Probate expenses of $5,000–$15,000 or more
🚨Tens of Thousands ending up in the wrong hands
🚨Court delays
🚨Avoidable attorney fees
🚨Preventable taxes
🚨Emotional stress during an already difficult time
Every family's situation is different and I can't promise specific savings.
But I can promise this, knowing how to make your estate plan work is far less expensive than asking your family to discover what was missed.
Clarity. Confidence. Control. That’s the return on investment. It's the difference maker that pays for itself many times over.
What Students Say.
"Excellent course for helping you stop procrastinating. Take this course and you'll have someone leading you step by step through the things you need to do to have an estate plan that will be effective."
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Aliza E. from Oregon
"Jen demystified the process by providing clear explanations in her easy-going manner and organized the course in manageable steps so as not to overwhelm."
⭐️⭐️⭐️⭐️⭐️
Linda S. from California
"I took your course to help my mother 'get things in order' but I learned I have just as much responsibility to have my own things in order.. people wait too long."
⭐️⭐️⭐️⭐️⭐️
Louisa H. from Maryland
Here's What's Inside.
🔶 Introduction — I share understandable, concrete definitions of the jargon you've been hearing. I'll give you a clearer picture of how wills, trusts, and beneficiary designations interact. I also discuss how probate happens, so you can navigate around it.
🔶 Step 1: Gather — I walk you through gathering financial information. This is the important starting point to implementing your plan later.
🔶 Step 2: Check-In — I'll walk you through reaching out to a professional, with insider tips on what to look for and what to avoid.
🔶 Step 3: Reach Out — I share insight on how to tackle the most overwhelming part of all: talking through your plan with the people closest to you, and deciding who to name as executors, trustees, and other roles.
🔶 Step 4: Execute — This is a critical step. I explain the necessary step of making sure your documents hold up legally. I also tips on storing them properly they can be found at the most critical time.
🔶 Step 5: Keep Up — Now that your documents are in place and you have a solid strategy, it's time to implement your plan. I'll walk you through it.
🔶 Step 6: Update — When should you update your documents and reach back out to your attorney? I explain when your plan should be back on your radar.
🔶 Good Legacy — Congratulations! You know what it takes. You've taken the steps. You know how to keep it that way. There's no homework in this session, simply a challenge to consider what good legacy really means.
Frequently Asked Questions.
“I already have a will. Isn’t that enough?”
Having documents is important—but it's not the whole story. I've worked with families who had beautifully drafted wills or trusts… and still ended up in a mess.
The problem isn't always the paperwork. It's often the implementation. If you already have good documents, this Workshop is what's missing to make them work the way you intended.
“If I need an attorney, why take this Workshop?”
You absolutely should work with an attorney. No online course can give you legal advice or create your strategy.
👉 But no attorney can implement your plan for you.
This Workshop shows you the part only you can do—the steps outside the attorney's office that make your plan function in real life.
Without this piece, even great plans fail.
“How long is the Workshop, and how long do I have access?”
🕒 Total length: About 2.5 hours, split into eight short, focused sessions, each with an actionable step.
📆 Access: 90 days to complete — and all downloads are yours to keep
Each session is 15–20 minutes.
No fuss. No legal jargon. Just straightforward steps you can act on immediately.
"I want my family members to take this!"
⭐️⭐️⭐️⭐️⭐️
Mike S. from Minnesota
Your Family Is Counting on You to Get This Right.
You don't need to become an estate planning expert. You don't need to spend months researching conflicting advice.
You don't need to hope your documents are enough.
You need a clear system that shows you how to make your estate plan work. That's what this Workshop gives you.
After 15+ years in probate, I've learned that the families who experience the smoothest transitions are the ones who understood their plan and understood how to implement it.
This is your opportunity to give your family the same.
Your Estate Plan Isn't Finished Until It Works.
One Payment of $749
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