VIRTUAL 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 - 11/7, 11/14, and 11/21.

• Limited to 20 attendees.

• 10% Early bird discount for registrations received by October 15, 2026. Coupon Code EARLYBIRDZOOM.

• Includes a .pdf workbook the day prior to each session.

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

• No refunds for days missed.

Individual - $297

Family - $567/family. Family includes two family members. Add more family members for only $129 each.

VIP Workshop + Private Consulting Session Individual $397; Family $797

Includes workshop plus: 90-minute private implementation session

• review of gathered documents

• identify planning gaps

• family facilitation for hard conversations

• attorney prep strategy

• executor readiness review