Executor Ready: What to Know Before They Go

Who Should Attend?

This workshop is designed for multi generations of families to attend together. For example, parents and their adult children or aunt/uncle and niece/nephew. You can attend as an individual as well.

Whether you're the parent who wants to make life easier for your family or the adult child who will one day be responsible for carrying out your parent's wishes, you'll work side by side to organize the information, documents, and decisions that matter most.

Each participant will create their own personalized legacy planning system (bring your own or use the Gentle Wisdom Legacy Planning Binder) while gaining a better understanding of one another's wishes, priorities, and responsibilities. Together, you'll organize essential financial and legal information, document healthcare and end-of-life preferences, record funeral wishes, and identify where important records are kept.

Instead of leaving these conversations for a time of crisis, you'll leave with a clear plan, greater peace of mind, and the confidence that your family is prepared for whatever the future brings.

• This is a 3 session intensive planning workshop. There will be pre-work and homework for each session.

• Held on 3 consecutive Saturdays - 10/10, 10/17, and 10/24. Arrive at 9:30 on first day for registration. All other sessions start at 10:00 am and end at 3:00 pm.

• Limited to 20 attendees

• Early bird discount for registrations received by September 15, 2026. Coupon Code available when you register.

• No refunds for days missed

Individual – $329/person early bird or $379/person after September 15.

Bring your own system or one in which you have already invested.

Includes:

• all 3 live sessions plus 30-minute follow-up call one month later

• lunch, snacks, and drinks at all sessions

• worksheets

• checklists

• add a Gentle Wisdom Legacy Planning binder for only $60 ($9 savings with your registration).

Family – $697/family early bird or $747/family after September 15. Up to 2 participants per family included.

everything in Individual plus:

• add family members for $197/person for all 3 sessions

• includes Gentle Wisdom Legacy Planning binder for each person

• document tabs

• executor roadmap

VIP Workshop + Private Consulting Session Individual $639 Early Bird, $689 after September 15; Family $947 Early Bird, $997 after September 15.

Includes:

everything in Family  plus:

• 90-minute private implementation session

• review of gathered documents

• identify planning gaps

• family facilitation for hard conversations

• attorney prep strategy

• executor readiness review

In Partnership With

The Vinton Law Firm, P.C.

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Clay Martin

Owner, Clay Martin Homes

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Lunch Partner

Nathan Johnson

Reverse Mortgage Advisor NMLS #1647443

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