Overview Video

Tragedy Planning For Young Families

Let the possibility of a tragedy where you leave your minor children without a parent motivate you take action. What would happen to them? Set up a legally binding Last Will and Testament that allows you to determine guardianship so you don’t have to worry. Watch the video for more information.

$49 For Peace of Mind. Don’t wait.

Disclaimer: Genera Legacy Design provides Advance Care Planning and Financial Strategy Coaching Services only and does NOT offer any form of legal advice. We strongly recommend that all clients consult with qualified Elder Law or Estate Planning attorneys to thoroughly review any advance care planning directives and documents created through our courses. Additionally, all financial strategies discussed in Genera Legacy Design courses must be implemented by attorneys specializing in Elder Law and Medicaid planning to ensure compliance and accuracy.

What's Included in This Course:

  • How to Select the Right Executor and Guardian

    We will walk you through the critical things to consider and how to approach someone you trust to ask them to agree to be your children's guardian. This is a critical step to ensure you have the conversations necessary for one to accept this responsibility.

  • Last Will and Testament with Guardianship

    We'll walk you through setting up a Last Will and Testament for one or both parents to ensure you select an executor you trust and a guardian for your minor children. Once you and the witnesses sign it, it's legally enforceable.

  • Critical Personal Information Notebook

    This course includes a notebook for all your critical information so your executor and guardian have access to your financial information if a tragedy occurs. This Notebook also contains a wealth of free information to expand your planning.

  • Even if you have family members who would happily help, without a will the court will need to determine who is the best guardian for them. This process takes time and costs money. A Will, with guardianship established immediately determines guardianship so your children are cared for immediately during this tragic loss, on your terms.

  • If you die intestate, all of your financial obligations will be paid through probate, the court process that ensures that creditors and taxes are paid. If you don't have a Last Will and Testament, the court will take over and everything left over will be subject to the State's intestate laws.

  • Usually one's spouse or next of kin takes over the decision making process. But without a Living Will or an established healthcare proxy that knows your wishes, you are subject to the wishes of your spouse or next of kin, who may not know exactly what you would do in any given situation. E.g., you may not want to be put on life support for years, or at all. If you don't make that decision now, you will have no say in the matter.

Frequently asked questions

  • No. You do not need an attorney to complete a Last Will and Testament. Our courses will help you set up a legally enforceable Living Will and a Last Will and Testament. If you feel like you need an attorney to review what you set up through this course, we encourage you to do so, and this course will save you significant time and money by educating you and doing the work to establish your desires.

  • Nick is a lawyer but he's not your lawyer because you are not hiring him to give you legal advice. His 15 years of healthcare operations, consulting, and estate planning experience makes him the perfect person to help you establish a Living Will, powers of attorney, and a Last Will and Testament, the legal document that a probate court will use to establish your wishes if you pass away.

  • Yes. You can change your Will at any time. You simply complete a new one. A probate court will enforce the most recent Will. Just make sure your chosen executor has access to it and can present it to the probate court.