Estate Planning Solutions for Families

This powerful new workshop by Terrie & Jon Hull will teach you step by step the family side of putting your affairs in order before seeing an estate lawyer. Terrie & Jon share their experience, stories of those who didn’t plan, and exactly what information, tips and tools are needed for your peace of mind.

Course sessions include:

  • *Your legal rights
  • *Family dynamics
  • *Organizing Personal Info
  • *Organizing personal representative info
  • *Choosing a great estate lawyer
  • *Securing your info
  • *Protecting digital assets
  • *Protecting your business

Session 1 – Your Legal Rights

This course will teach you why exercising your legal right to create an estate plan is so powerful. We will also explain what’s at stake if you don’t invoke your rights. This is not legal advice; we are just sharing the expertise of our life experiences.

Session 2 – Family Dynamics

This course will help you think through your family’s dynamic when making certain choices for your estate plan. We also teach you about how setting your legal precedent is critical and how to make estate planning generational. This is not legal advice; we are just sharing the expertise of our life experiences.

Session 3 – Putting Your Affairs in Order

Today you will actually start putting your affairs in order. We will also discuss who you might choose to be your ‘Personal Agent’ with power of attorney. This is not legal advice; we are just sharing the expertise of our life experiences.

Session 4 – Lawyer vs Attorney

In this session, you will learn the difference between a lawyer and an attorney, and why this is important to know. We will also cover the basics in choosing a great estate lawyer/attorney, and helping you understand what information they will need from you. This is not legal advice; we are just sharing the expertise of our life experiences.

Session 5 – Protecting Digital Assets

In this session you will learn what your digital assets are and what you need to legally do to protect them. There are currently no laws in America to protect these, we will teach you how to make your own personal laws for your digital assets! This is not legal advice; we are just sharing our expertise of our life experiences.

Session 6 – Securing Your Information

In this session we will teach you the best practices for the security of your estate information. We will also cover how unsafe the internet is for this and how your personal agent can have legally controlled access to your information when needed. This is not legal advice; we are just sharing the expertise of our life experiences.

Session 7 – Medical Directives and HIPAA

In this session we teach about 3 areas; a medical directive, the state HIPAA form, and how we applied these to our estate plan. If you have aging parents, you won’t want to miss this session! This is not legal advice; we are just sharing the expertise of our life experiences.

Session 8 – Protecting Business Assets

If you own a business, this session will cover how important and early exit strategy is should something happen to you. Assigning legal authority and the assets of your business will keep the business running and prevent your family from an agonizing court process. This is not legal advice; we are just sharing the expertise of our life experiences.

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