
Executor Ready: What to Know Before They Go
Sat, Oct 10
|The Cutting Edge Realtors
The Most Important Family Conversation You'll Ever Have


Time & Location
Oct 10, 2026, 9:30 AM – Oct 24, 2026, 3:00 PM
The Cutting Edge Realtors, 5881 N Academy Blvd, Colorado Springs, CO 80918, USA
About the event
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.


Clay Martin
Owner, Clay Martin Homes
Lunch Partner


Nathan Johnson
Reverse Mortgage Advisor NMLS #1647443
Schedule
30 minutesRegistration and Materials Handout
2 hours 30 minutesSession 1: Medical: Forms, Directives, and Planning
Tickets
General Admission
Sale ends
Oct 09, 12:00 PM
From $197.00 to $997.00
$379.00
$747.00
$639.00
Total
$0.00
